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RIA / WealthAdvisorCertified Financial Planner29 years in industry

CAROLYN BUTLER HOWARD

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

Sarasota, FL | WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:f0018232-97b5-41fc-c349-58de8a9c6e7b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 18, 1997 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACCURATE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 19, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 19, 1996
First registration: Apr 18, 1997
Dual registered: no
IAPD individual key: 2391466

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACCURATE WEALTH MANAGEMENT, LLC	Independent wealth	Oct 27, 2021	n/a	yes	WESLEY CHAPEL, FL\|Sarasota, FL	Current employment
SEACURE ADVISORS LLC	n/a	Apr 7, 2014	Sep 20, 2021	no	SARASOTA, FL\|Sarasota, FL\|Lexington, KY	Previous registration
PEGAESUS ADVISORS, INC.	Former SEC adviser	Jan 12, 2012	Jul 25, 2014	no	WALTHAM, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 4, 2011	Feb 7, 2014	no	WOBURN, MA\|BEDFORD, NH\|WALTHAM, MA	Previous registration
PEGAESUS ADVISORS, INC.	Former SEC adviser	Oct 8, 2003	Dec 31, 2011	no	LEXINGTON, MA	Previous registration
LEXINGTON ADVISORS	n/a	Apr 18, 1997	Oct 24, 2003	no	LEXINGTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEACURE ADVISORS LLC	ACCURATE WEALTH MANAGEMENT, LLC	Sep 20, 2021	Oct 27, 2021	37	Firm change	Other
PEGAESUS ADVISORS, INC.	SEACURE ADVISORS LLC	Jul 25, 2014	Apr 7, 2014	-109	Firm change after gap	Other
LPL FINANCIAL LLC	PEGAESUS ADVISORS, INC.	Feb 7, 2014	Jan 12, 2012	-757	Firm change after gap	Other
PEGAESUS ADVISORS, INC.	LPL FINANCIAL LLC	Dec 31, 2011	Oct 4, 2011	-88	Firm change after gap	Other
LEXINGTON ADVISORS	PEGAESUS ADVISORS, INC.	Oct 24, 2003	Oct 8, 2003	-16	Firm change	Other

Relationships

Registered with (5)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 27, 2021 to presentfactForm ADV
→ SEACURE ADVISORS LLCRegistered adviserregistration: previous registration
Apr 7, 2014 to Sep 20, 2021factForm ADV
→ PEGAESUS ADVISORS, INC.Registered adviserregistration: previous registration
Jan 12, 2012 to Jul 25, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 4, 2011 to Feb 7, 2014factForm ADV
→ LEXINGTON ADVISORSRegistered adviserregistration: previous registration
Apr 18, 1997 to Oct 24, 2003factForm ADV

Dated events

No dated event names this entity yet.