Michael Sicuranza, financial advisor Wilmington DE

Michael Sicuranza

CRD Number: 2633435
Current Firm: Affinity Wealth Management LLC

Michael Sicuranza (CRD# 2633435) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 28 years of experience in the finance industry. Michael Sicuranza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Affinity Wealth Management LLC Wilmington, DE Feb 2018 - Current 6
Mercap Securities, LLC Paoli, PA Nov 2017 - Jul 2020 2
Affinity Wealth Management Inc. Wilmington, DE Dec 2017 - Feb 2018 < 1
Milestone Wealth Advisors, Inc. Greenville, DE Mar 2009 - Dec 2017 8
Lpl Financial LLC Wilmington, DE Mar 1998 - Nov 2017 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Michael J. Sicuranza
Phone Number: (302) 652-6767
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    700
    MILLIONS
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $337,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA

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