Michael
Curran

Advocacy Wealth Management, LLC

CRD#850458
Investment Advisor
in Savannah, GA

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About this Advisor

Michael Curran is a financial advisor based in Savannah, Georgia, working with Advocacy Wealth Management, LLC. Michael has previously held positions at Wells Fargo Advisors Financial Network LLC, Advisory Services Network, LLC, and Advocacy Wealth Management, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Michael is part of Advocacy Wealth Management, LLC, which operates out of Savannah, Georgia. The firm has 4 offices and 30 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Advocacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Drayton St
Savannah, GA 31401

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Advocacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,723,821,312

GA Average: $3,570,121,308
Total Number of Employees

30

GA Average: 58
Total Number of Accounts

1,715

GA Average: 1,608
Average Account Size

$1,005,144

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Michael Curran Work History

2022 - Present (3 years)

Advocacy Wealth Management, LLC

2016 - Present (9 years)

Advisory Services Network, LLC

2009 - 2015 (6 years)

Wells Fargo Advisors Financial Network LLC

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Disclosures

Please visit the SEC profile of Michael Curran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advocacy Wealth Management, LLC

Joseph Havasy
Atlanta, GA
Peter Scovill
Columbia, SC
Melissa Coleman
Atlanta, GA
Nesha Zeigler
Atlanta, GA
Ryan Vidal
Atlanta, GA
Marcela Espinosa
Atlanta, GA
Nicolas Dykstra
Atlanta, GA
Robinson Martin
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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