Investment adviser representative · Affinity Wealth Management LLC
Donald J. Kalil
CRD 1525800 · Wilmington, DE
At a glance
Donald J. Kalil is an investment adviser representative with Affinity Wealth Management LLC in Wilmington, DE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donald’s SEC record dates to 1989, about 37 years ago.
Current advisory firm
- Affinity Wealth Management LLCSince February 2018Wilmington, DE · $873M in regulatory assets
SEC adviser record
- Registered since
- 1989 (37 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Donald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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