Affinity Wealth Management LLC

Affinity Wealth Management LLC (CRD# 290735) is a financial advisory firm headquartered in Wilmington, DE. They manage $699,596,531 in 2,072 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
2961 Centerville Road, Suite 310, Wilmington, DE 19808
https://twitter.com/affinitywm
By the Numbers
  • Total Assets Under Management
    700
    MILLION
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $337,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Affinity Wealth Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
James Hall, financial advisor Wilmington DE
James E. Hall
CRD#: 1753467
2961 Centerville Road, Suite 310, Wilmington, DE 19808

James Hall (CRD# 1753467) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 34 years of experience in the finance industry.

2
Donald Kalil, financial advisor Wilmington DE
Donald J. Kalil
CRD#: 1525800
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Donald Kalil (CRD# 1525800) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 29 years of experience in the finance industry.

3
Abigail McCloskey, financial advisor Wilmington DE
Abigail R. McCloskey
CRD#: 6047926
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Abigail McCloskey (CRD# 6047926) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 11 years of experience in the finance industry.

4
Anthony Piretti, financial advisor Wilmington DE
Anthony J. Piretti
CRD#: 1485842
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Anthony Piretti (CRD# 1485842) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 37 years of experience in the finance industry.

5
Michael Sicuranza, financial advisor Wilmington DE
Michael J. Sicuranza
CRD#: 2633435
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Michael Sicuranza (CRD# 2633435) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 28 years of experience in the finance industry.

6
Aegean Cuylan, financial advisor Wilmington DE
Aegean G. Cuylan
CRD#: 7590322
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Aegean Cuylan (CRD# 7590322) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has 1 year of experience in the finance industry.

7
Brian Thomson, financial advisor Wilmington DE
Brian W. Thomson
CRD#: 7138350
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Brian Thomson (CRD# 7138350) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 3 years of experience in the finance industry.

8
Christopher Williams, financial advisor Wilmington DE
Christopher S. Williams
CRD#: 7180783
2961 Centerville Road, Suite 310, Wilmington, DE 19808

Christopher Williams (CRD# 7180783) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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