Ross David Taylor

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Sarasota, FLCRD #6717434Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

8 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 1 states

Florida

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 10/29/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

ACCURATE WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ross David Taylor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.