Ryan Michael Vidal
Investment adviser representative at Advocacy Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$3.2BFirm assets
13 yearsFirm in business
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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
12 years in the industry.
- Advocacy Wealth Management, LLCSep 2020 to now
- UnemployedJan 2020 to Aug 2020
- Bank of America, N.A.Sep 2018 to Dec 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Dec 2019
- Courtesy AutomotiveJun 2018 to Jul 2018
- Punta Pacifica RealtyApr 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
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
- 6993163
- Firm CRD
- 141943