MS
CFP
MS
CFP

Michael Joseph Sicuranza

30 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

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Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael sells fixed insurance products, including term life, disability insurance (DI), long-term care (LTC), and universal life (UL) policies. He dedicates minimal time to this activity.

Employment History
Current Registrations
Affinity Wealth Management LLC
February 2018 - Present · 8 yrs
Previous Registrations
Affinity Wealth Management LLC
December 2017 - February 2018 · 2 mos
Mercap Securities, LLCBroker
November 2017 - July 2020 · 2 yrs 8 mos
Milestone Wealth Advisors, INC.
March 2009 - January 2018 · 8 yrs 10 mos
Investment Management & Planning LLC
February 2002 - April 2009 · 7 yrs 2 mos
LPL Financial LLC
April 1998 - March 2013 · 14 yrs 11 mos
LPL Financial LLCBroker
March 1998 - December 2017 · 19 yrs 9 mos
American Express Financial Advisors INC.Broker
October 1995 - April 1998 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
October 1995 - April 1998 · 2 yrs 6 mos
State Registrations2 states
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Advisor
Exams
No exam information available for this advisor.