TrueAdvisor
TrueAdvisor
RF
CFP
RF
CFP

Rhea Yvonne Fears

Advocacy Wealth Management, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Advocacy Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

3350 Riverwood Parkway - Suite GL28, Atlanta, GA, 30339

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Advocacy Wealth Management, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Morgan Stanley
January 2021 - May 2023 · 2 yrs 4 mos
Morgan StanleyBroker
January 2021 - May 2023 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - January 2021 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - January 2021 · 5 yrs 5 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.