Nesha Pratt Zeigler

Advocacy Wealth Management, LLC

21 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Advocacy Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,487 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280

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History

Regulatory History (1)

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Customer Dispute

November 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Nesha is a real estate agent with Home Smart since 2017, dedicating minimal time to this activity. She is also an agent with Forge Consulting LLC, an insurance agency, spending a few hours per week servicing and placing insurance products.

Employment History

Current Registrations

Advocacy Wealth Management, LLC

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

Charles Schwab & CO., INC.

April 2003 - July 2009 · 6 yrs 3 mos

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.