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Ryan Michael Vidal

Advocacy Wealth Management, LLC

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About Ryan Michael Vidal

Ryan Vidal is a registered investment advisor representative with Advocacy Wealth Management, LLC in Atlanta, GA. Ryan holds Series 7 and Series 66 licenses, and specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Ryan has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH. In addition to his role at Advocacy Wealth Management, LLC, Ryan is also an agent for Forge Consulting LLC, an insurance agency, and devotes 5-10 hours per month to this role.

Firm Information

Ryan Vidal is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Ryan Vidal’s Registration & Firm History

GA

11/21/2022 - Present

Advocacy Wealth Management, LLC (ATLANTA GA)

OH

09/27/2018 - 12/24/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 11/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Michael Vidal.
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