Tiffany
Czajka

Advocacy Wealth Management, LLC

CRD#7885598
Investment Advisor
in Atlanta, GA

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About this Advisor

Tiffany Czajka is a financial advisor based in Atlanta, Georgia, working with Advocacy Wealth Management, LLC. Tiffany has previously held positions at Advocacy Wealth Management, LLC, Cornercap Wealth Advisors, Bank Of America, N.A, The Private Client Law Group, and Hennessy Porsche North Atlanta. Tiffany is registered to provide services in Georgia. Currently, Tiffany is part of Advocacy Wealth Management, LLC, which operates out of Atlanta, 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

CERTIFIED FINANCIAL PLANNER™

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

$1,723,821,312

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

Tiffany Czajka Work History

2024 - Present (0 year)

Advocacy Wealth Management, LLC

2023 - Present (1 year)

N/A

2022 - 2023 (1 year)

Cornercap Wealth Advisors

2016 - 2022 (6 years)

Bank Of America, N.A

2015 - 2016 (1 year)

The Private Client Law Group

2014 - 2015 (1 year)

N/A

2013 - 2014 (1 year)

Hennessy Porsche North Atlanta

Disclosures

Please visit the SEC profile of Tiffany Czajka 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

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