Michael Joseph Sicuranza
Investment adviser representative at Affinity Wealth Management LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$872.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Affinity Wealth Management IncDec 2017 to now
- Mercap Securities, LLCNov 2017 to Jul 2020
- Milestone Wealth Advisors, Inc.Mar 2009 to Dec 2017
- LPL Financial LLCMar 1998 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Affinity Wealth Management LLC
$872.5MAssets managed
664Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2633435
- Firm CRD
- 290735