Adviser and broker representative · Accurate Wealth Management, LLC
Meredith B. Freeman III
CRD 4418577 · Sarasota, FL
At a glance
Meredith B. Freeman III is an investment adviser representative with Accurate Wealth Management, LLC in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Meredith’s SEC record dates to 2017, about 9 years ago. Meredith is also registered as a broker representative.
Current advisory firm
- Accurate Wealth Management, LLCSince November 2023Sarasota, FL · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Meredith’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
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 and FINRA BrokerCheck.