Rhea Yvonne Fears
Investment adviser representative at Advocacy Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Advocacy Wealth Management, LLCJul 2024 to now
- Wells FargoMay 2023 to Jul 2024
- Morgan Stanley Private Bank, N.AJan 2021 to May 2023
- Morgan Stanley Smith Barney LLCJan 2021 to May 2023
- Bank of America, N.A.Aug 2015 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Advocacy Wealth Management, LLC
$3.2BAssets managed
1,720Clients
30Advisers
13 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
- 6529485
- Firm CRD
- 141943