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Michael Joseph Sicuranza

Affinity Wealth Management LLC

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About Michael Joseph Sicuranza

Michael Sicuranza is a financial advisor with over 25 years of experience in the industry. Michael is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting. Michael is currently registered with Affinity Wealth Management LLC and is licensed in Delaware and Texas. Prior to joining Affinity Wealth Management LLC, Michael was with Mercap Securities, LLC.

Firm Information

Michael Sicuranza is currently registered with Affinity Wealth Management LLC. Affinity Wealth Management LLC is a Wilmington, DE-based Registered Investment Advisor with 9 Investment Adviser Representatives and $699,596,531 in regulatory assets under management. They primarily serve individuals and high-net-worth individuals, but also provide services to corporations, charitable organizations, and pension and profit-sharing plans. They offer a variety of advisory services, including financial planning, portfolio management, and pension consulting, and participate in wrap fee programs.
Affinity Wealth Management LLC

2751 CENTERVILLE ROAD

WILMINGTON, DE 19808

$699.60M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Sicuranza’s Registration & Firm History

DE

11/26/2024 - Present

Affinity Wealth Management LLC (WILMINGTON DE)

GA

11/30/2017 - 07/13/2020

MERCAP SECURITIES, LLC (ATLANTA GA)

DE

03/27/1998 - 12/01/2017

LPL FINANCIAL LLC (GREENVILLE DE)

MN

10/30/1995 - 04/06/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/30/1995 - 04/06/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Sicuranza.
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