DM
CFP
DM
CFP

Daniel James Markese

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

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Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an agent for Accurate Advisory Group, selling insurance products in Florida since 2006, dedicating nearly full-time hours to this business. He is also an Investment Adviser Representative for Accurate Wealth Management, LLC, spending nearly full-time hours on this role as well.

Employment History
Current Registrations
Aag Capital, INCBroker
June 2022 - Present · 3 yrs 8 mos
Accurate Wealth Management, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Truadvice LLC
March 2018 - March 2020 · 2 yrs
Global Financial Private Capital, LLC
September 2015 - March 2018 · 2 yrs 6 mos
Accurate Wealth Management, LLC
March 2015 - May 2015 · 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.