Investment adviser representative · Accurate Wealth Management, LLC
Carolyn B. Howard
CRD 2391466 · Wesley Chapel, FL
At a glance
Carolyn B. Howard is an investment adviser representative with Accurate Wealth Management, LLC in Wesley Chapel, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carolyn’s SEC record dates to 1997, about 29 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Accurate Wealth Management, LLCSince October 2021Wesley Chapel, FL · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Carolyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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