Cheryl Deane Starr

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

• 01/2014 → 10/2016
  Mallard Advisors
  Hockessin, DE
• 10/2016 → 09/2017
  Raymond James Financial Services, Inc
  Wilmington, DE
• 09/2017 → 11/2021
  Raymond James Financial Services, Inc
  Wilmington, DE
• 02/2018 → 11/2021
  Raymond James Financial Services Advisors Inc.
  Wilmington, DE
• 11/2021 → Present
  Affinity Wealth Management Llc
  Wilmington, DE

Previous Registrations

• 2018-02-15 → 2021-11-30
  Raymond James Financial Services Advisors, Inc
  Wilmington, DE
  Greenville, DE
  Wilmington, DE

Other Businesses

Nannas Haines & Schiavo; Not Investment-Related; 2751 Centerville Road, 120, Wilmington , DE. 19808; Accounting; Accounting Assistant; Since 2/1/2024; 2 Hours per month; Assist during tax season with entering tax data into tax software.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-11

Designations

• Certified Financial Planner

Other Names

• Cheryl Preske
• Cheryl Starr
• Cheryl D Starr