Michael Joseph Sicuranza
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
Specializations
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...
Other Aliases
Michael Joseph Siciranza, Michael Joseph Sicuranza, Michael J Sicuranza
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
Education
Alfred Lerner College of Business & Economics at University of Delaware
Economics
Economics
1991 - 1995
Croton Harmon High School
1987 - 1991
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Current Firm
AFFINITY WEALTH MANAGEMENT LLC
Contact Information
Main Address
2751 Centerville Road Suite 110, Wilmington, DE 19808Phone Number
(302) 652-6767# of Employees
17SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,004AUM (Assets Under Management)
$872,523,855Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2026 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
AFFINITY WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(2/9/2018)
(11/26/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Sicuranza's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
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