Marcy Espinosa Hanson

Employer firm

Advocacy Wealth Management, LLC CRD 141943

$3.24B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2019 → Present
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 09/2015 → 08/2017
  Forge Consulting
  Atlanta, GA
• 08/2017 → 12/2018
  Forge Consulting
  Atlanta, GA
• 01/2019 → Present
  Forge Consulting
  Atlanta, GA

Other Businesses

1. Santa Fe Trading LTD - I am a silent Partner. The core business of this entity is food product trading. I joined in 2010 and contribute about 1 hour a week. The scope of my engagement is strictly advisement. 2. Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 062014, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-31

Other Names

• Marcela Espinosa
• Espinosa Hanson