Michael Joseph Sicuranza

Employer firm

Affinity Wealth Management LLC CRD 290735

$873M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → 11/2017
  Lpl Financial Llc
  Wilmington, DE
• 03/2009 → 12/2017
  Milestone Wealth Advisors, Inc.
  Greenville, DE
• 11/2017 → 07/2020
  Mercap Securities, Llc
  Paoli, PA
• 02/2018 → Present
  Affinity Wealth Management Llc
  Wilmington, DE
• 12/2017 → 02/2018
  Affinity Wealth Management Inc
  Wilmington, DE

Previous Registrations

• 2017-12-01 → 2018-02-09
  Affinity Wealth Management Llc
  Wilmington, DE
• 2009-03-31 → 2018-01-30
  Milestone Wealth Advisors, Inc.
  Greenville, DE
• 1998-04-09 → 2013-03-28
  Lpl Financial Llc
  Greenville, DE
  Greenville, DE
  Greenville, DE
• 2002-02-25 → 2009-04-15
  Investment Management & Planning Llc
  Greenville, DE

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-04
• S63 Uniform Securities Agent State Law Examination
  1995-11-01

Designations

• Certified Financial Planner

Other Names

• Michael Joseph Siciranza
• Michael Joseph Sicuranza
• Michael J Sicuranza