Nesha
Zeigler

Advocacy Wealth Management, LLC

CRD#3214300
Investment Advisor
in Atlanta, GA

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About this Advisor

Nesha Zeigler is a financial advisor working in Atlanta, Georgia with 13 years of industry experience. Zeigler is on the advisory team at Advocacy Wealth Management, LLC. The advisor has gained experience at Girl Scouts Of Greater Atlanta, Advocacy Wealth Management, LLC, Self-Employment and Our House, Inc. Zeigler has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Advocacy Wealth Management, LLC is a registered investment business that has its headquarters in Atlanta, GA. The firm has offices in four locations and a total of 22 advisors. It controls $1 billion in assets across its 1,444 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,444 customer accounts, 28% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees typically depend on which services are provided. However, fees billed by Advocacy Wealth Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

13 years

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

3350 Riverwood Parkway Suite Gl-28
Atlanta, GA 30339-6401

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Advocacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,238,064,013

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

22

GA Average: 58
Total Number of Accounts

1,444

GA Average: 1,608
Average Account Size

$857,385

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

Nesha Zeigler Work History

Nesha has been registered as a financial advisor for 13 years.*

2017 - Present (7 years)

Advocacy Wealth Management, LLC

2014 - 2017 (3 years)

Self-Employment

2014 - 2014 (< 1 year)

Our House, Inc

2013 - 2014 (1 year)

Girl Scouts Of Greater Atlanta

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nesha Zeigler 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

Robinson Martin
Atlanta, GA
Rush James
Atlanta, GA
Joseph Havasy
Atlanta, GA
Melissa Coleman
Atlanta, GA
Nesha Zeigler
Atlanta, GA
Jodi D'Hollosy
Atlanta, GA
Timothy Denehy
Enfield, CT
Ryan Vidal
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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