Adviser and broker representative · Accurate Wealth Management, LLC
Claudiu A. Barbos
CRD 4032087 · Wesley Chapel, FL
At a glance
Claudiu A. Barbos 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 Claudiu’s SEC record dates to 2022, about 4 years ago. Claudiu is also registered as a broker representative.
Current advisory firms
- Accurate Wealth Management, LLCSince December 2025Wesley Chapel, FL · $1.7B in regulatory assets
- Amplify Financial, LLCSince August 2024Scottsdale, AZ · $231M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Claudiu’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
- 2 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
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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 and FINRA BrokerCheck.