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Donald James Kalil

Affinity Wealth Management LLC

Wilmington, DE

CRD 1525800

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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:

Current Employers
Affinity Wealth Management Llc

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2018-02-09
  • DE RA
    APPROVED
    Since 2018-02-09

Branch Locations

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Affinity Wealth Management, Inc. Wilmington DE 01/1985 01/2018
Affinity Wealth Management, Llc Wilmington DE 02/2018 Present
Previous Registrations
  • 1989-01-01 → 2018-02-09
    Affinity Wealth Management Llc
    Wilmington, DE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-06-03
S65 Uniform Investment Adviser Law Examination 1994-09-19
  • S63 Uniform Securities Agent State Law Examination
    2002-06-03
  • S65 Uniform Investment Adviser Law Examination
    1994-09-19
Other Names
  • Donald Kalil

View on SEC IAPD

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Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
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Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

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