Michael J. Sicuranza
AFFINITY WEALTH MANAGEMENT LLC | CEO and Sr. Financial Advisor
WILMINGTON, DE 19808
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CRD#: 2633435
Professional summary
Michael Joseph Sicuranza, CFP®, who also goes by Michael Joseph Siciranza, Michael Joseph Sicuranza, Michael J Sicuranza, is a registered financial advisor currently at AFFINITY WEALTH MANAGEMENT LLC located in Wilmington, Delaware.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Biography
My name is Mike Sicuranza and I am an architect of strategy. Thinking of things others haven’t considered and communicating complicated strategies in an easy to understand manner are essential skills I draw upon to help people feel confident in their decisions. There are many parts to life’s financial puzzle. My job is to make sense of the full range of available investment and planning options and help you identify which pieces are best suited to achieve your vision. A life-long student of history and economics, I love to read books on the subjects. My taste in books extends to self-help subjects such as health and goal setting, as well as topics on business and entrepreneurship. But I really wish I had more time to indulge my love of Sci-Fi novels! I am a big believer in maximizing our time and talent and living the best life possible. This is the only life I get, so it’s up to me to make sure I squeeze everything I can out of it. “With great effort comes great results” – and that is why I always make time for exercise, golf and spending time with my family.
Question & Answer
What are your service offerings?
Financial planning
Retirement planning
Trust & estate planning
Trading individual securities
Executive services/equity comp...
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Michael Joseph Siciranza | Michael Joseph Sicuranza | Michael J Sicuranza
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF BUSINESS: FIXED INSURANCE, 2961 CENTERVILLE ROAD, WILMINGTON DE 19806 NATURE OF BUSINESS: FIXED INSURANCE - TERM, DI, LTC, UL. INVESTMENT RELATED: YES. DUTIES OF POSITION: SELL FIXED INSURANCE WHEN NEEDED. # OF HOURS PER MONTH: LESS THAN 1. # HRS DURING SECURITIES TRADING HOURS: LESS THAN 1. DATE ACTIVITY STARTED: 11/30/17.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Sicuranza's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Education
Economics
1991 - 1995
1987 - 1991
Experience
Current
February 9, 2018 - Present
AFFINITY WEALTH MANAGEMENT LLC
Office #1: 2751 Centerville Road Suite 110, Wilmington, DE 19808RIA
CRD#: 290735
WILMINGTON, DE
Past
December 1, 2017 - February 9, 2018
AFFINITY WEALTH MANAGEMENT LLC
RIA
CRD#: 105840
WILMINGTON, DE
Past
November 30, 2017 - July 13, 2020
MERCAP SECURITIES, LLC
BD
CRD#: 156607
ATLANTA, GA
Past
March 31, 2009 - January 30, 2018
MILESTONE WEALTH ADVISORS, INC.
RIA
CRD#: 149667
GREENVILLE, DE
Past
February 25, 2002 - April 15, 2009
INVESTMENT MANAGEMENT & PLANNING LLC
RIA
CRD#: 146041
GREENVILLE, DE
Past
April 9, 1998 - March 28, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENVILLE, DE
Past
March 27, 1998 - December 1, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENVILLE, DE
Past
October 30, 1995 - April 6, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 30, 1995 - April 6, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AFFINITY WEALTH MANAGEMENT LLC
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735 / SEC#: 801-112231
RIA
Registered Investment Advisory firm - (1/12/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(2/9/2018)
IAR
Texas(11/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
AFFINITY WEALTH MANAGEMENT LLC
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735 / SEC#: 801-112231
RIA
Registered Investment Advisory firm - (1/12/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2751 Centerville Road Suite 110, Wilmington, DE 19808
Mailing Address
Phone number
(302) 652-6767
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,895 |
| AUM (Assets Under Management) | $ 760,080,858 |
Red Flags
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Company Information
AFFINITY WEALTH MANAGEMENT LLC
CEO and Sr. Financial AdvisorCRD#: 290735Wilmington, DE 19808TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
