Michael Sicuranza has been Chief Executive Officer of Affinity Wealth Management since June 2021, is a control person of the firm and directly owns under 5% of it. Michael Sicuranza holds a Bachelor of Science in economics from the University of Delaware.
Affinity Wealth Management LLC is a Wilmington, DE firm with $873M under management, 664 clients and 11 advisers in one office, as of its April 2026 filing.
Michael Sicuranza is CEO and Sr. Financial Advisor of Affinity Wealth Management. He started his career as a financial advisor with American Express. He later established his own financial planning and wealth management firm, which he merged with another practice to create Investment Management and Planning, LLC.
Michael Sicuranza’s longest registration was 14 years at LPL Financial LLC (1998–2013). Before joining Affinity Wealth Management in 2018, Michael Sicuranza was registered through Affinity Wealth Management LLC and Milestone Wealth Advisors, Inc.
- – present · 8 yearsWilmington, DE · Adviser representative · Firm CRD 290735
- Affinity Wealth Management LLC– · under a yearWilmington, DE · Adviser representative · Firm CRD 105840
- Milestone Wealth Advisors, Inc.– · 8 yearsGreenville, DE · Adviser representative · Firm CRD 149667
- Investment Management & Planning LLC– · 7 yearsGreenville, DE · Adviser representative · Firm CRD 146041
- LPL Financial LLC– · 14 yearsGreenville, DE · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Michael Sicuranza is registered as an investment adviser representative in 2 states. The first approvals date from February 2018; the most recent is Texas, in November 2024.
- DelawareSince 9 February 2018
- TexasSince 26 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 5 December 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 1995 |
| Series 7 | General Securities Representative Examination | 26 October 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Sicuranza
- CRD
- 2633435
- Firm
- Affinity Wealth Management · CRD 290735
- Role
- Chief Executive Officer
- Office
- 2751 CENTERVILLE ROAD, SUITE 110, Wilmington, DE 19808
- Registration
- Investment adviser registration
- In the industry since
- October 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- affinitywealth.com
Where does Michael Sicuranza work?
Michael Sicuranza has been Chief Executive Officer of Affinity Wealth Management LLC since June 2021, and is a control person of the firm.
Is Michael Sicuranza a financial advisor?
Yes. Michael Sicuranza has a current investment-adviser registration in Delaware and Texas, through Affinity Wealth Management since February 2018.
How many years of experience does Michael Sicuranza have?
Michael Sicuranza has 30 years in the financial industry, since October 1995, across 5 adviser firms.
What exams has Michael Sicuranza passed?
Michael Sicuranza has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in October 1995. FINRA credited Michael Sicuranza with the SIE, which began in October 2018.
Where did Michael Sicuranza work before Affinity Wealth Management?
Before Affinity Wealth Management, Michael Sicuranza was registered through Affinity Wealth Management LLC (CRD 105840), December 2017 to February 2018; Milestone Wealth Advisors, Inc., March 2009 to January 2018; Investment Management & Planning LLC, February 2002 to April 2009; LPL Financial LLC, April 1998 to March 2013.
Where is Michael Sicuranza based?
Michael Sicuranza’s registered office is in Wilmington, DE.
Is Michael Sicuranza registered with FINRA?
No. Michael Sicuranza has no current broker registration.
How can I verify Michael Sicuranza’s record?
Search CRD 2633435 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sicuranza’s full registration record.