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Adam Robert Leone

2 Years of Experience
Broker
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 Activities

Adam works as a plumber for Leone Plumbing & Heating Inc., a family-owned business, since May 2018. This takes about half of his time and does not occur during securities trading hours.

Employment History
Current Registrations
Aag Capital, INCBroker
February 2024 - Present · 2 yrs
Aag Capital, INC
February 2024 - Present · 2 yrs
Accurate Wealth Management, LLC
September 2023 - Present · 2 yrs 5 mos
State Registrations4 states
CAFLINUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Robert Leone - Financial Advisor | TrueAdvisor