Anthony Joseph Piretti

Employer firm

Affinity Wealth Management LLC CRD 290735

$873M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 08/2019
  Beam Asset Management, Llc
  Covington, LA
• 07/2015 → 08/2019
  Securities America Inc
  Wilmington, DE
• 08/2019 → Present
  Affinity Wealth Management Llc
  Wilmington, DE

Previous Registrations

• 2011-10-31 → 2019-08-12
  Beam Wealth Advisors, Inc.
  Wilmington, DE
• 2009-09-08 → 2013-06-11
  Lpl Financial Llc
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
• 2008-05-08 → 2009-09-08
  Mutual Service Corporation
  Wilmington, DE
  Wilmington, DE
• 2004-10-20 → 2005-05-03
  Banc Of America Investment Services, Inc.
  Wilmington, DE
• 2003-01-17 → 2004-10-20
  Quick & Reilly, Inc.
  Wilmington, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-30
• S63 Uniform Securities Agent State Law Examination
  1986-09-17