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Financial ADVSR advisor directory · SEC adviser records

Affinity Wealth Management LLC financial advisors in Wilmington, DE

Every SEC-registered investment adviser representative at a Affinity Wealth Management LLC office in Wilmington, A to Z.

7 registered advisors work at Affinity Wealth Management LLC in Wilmington, out of 7 at the firm nationwide; it ranks number 16 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Affinity Wealth Management LLC advisors in Wilmington, A to Z

Every Affinity Wealth Management LLC advisor →

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Other firms in Wilmington

All Wilmington advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 47Ameriprise Financial Services, LLC 42Realta Investment Advisors, Inc. 30Florida Financial Advisors, LLC 21LPL Financial LLC 19Wells Fargo Advisors Financial Network, LLC 17Diversified, LLC 11Osaic Wealth, Inc. 11PNC Wealth Management LLC 10Riversedge Advisors 10Cetera Investment Advisers LLC 9Janney Montgomery Scott LLC 9

Questions

How many financial advisors does Affinity Wealth Management LLC have in Wilmington?

7 investment adviser representatives are registered at Affinity Wealth Management LLC offices in Wilmington, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Affinity Wealth Management LLC one of the largest advisor employers in Wilmington?

Affinity Wealth Management LLC ranks number 16 in Wilmington by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 47.

How do I check a Affinity Wealth Management LLC advisor in Wilmington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Affinity Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.