Abigail
Mccloskey

Affinity Wealth Management LLC

CRD#6047926
Investment Advisor
in Wilmington, DE

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About this Advisor

Abigail Mccloskey is a certified financial planner working in Wilmington, Delaware, who has 4 years of industry experience. Mccloskey currently works for Affinity Wealth Management LLC. Over the course of their career, Mccloskey has held roles at Abby Randall, State Farm Agent, Entirety Insurance, LLC, Pike Creek Financial Group, Affinity Wealth Management LLC and Abby Randall Insurance Agency. Mccloskey maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Delaware. Affinity Wealth Management LLC is a registered investment business that has its headquarters in Wilmington, DE. It administers $605 million in assets among its 1,946 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,946 client accounts, 26% are held by high-net-worth individuals who have at least $1 million in assets. Affinity Wealth Management LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. A financial advisor's fee schedules typically depend on which services are provided. However, fees charged by Affinity Wealth Management LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2961 Centerville Road Suite 310
Wilmington, DE 19808

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Affinity Wealth Management LLC Brokerage Details

Total Assets Under Management

$604,578,398

DE Average: $20,326,190,483
Total Number of Employees

16

DE Average: 53
Total Number of Accounts

1,946

DE Average: 624
Average Account Size

$310,677

DE Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Abigail Mccloskey Work History

Abigail has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Affinity Wealth Management LLC

2012 - Present (12 years)

Abby Randall Insurance Agency

2015 - 2018 (3 years)

Pike Creek Financial Group

2013 - 2017 (4 years)

Entirety Insurance, LLC

2012 - 2013 (1 year)

Abby Randall, State Farm Agent

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Abigail Mccloskey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Affinity Wealth Management LLC

Abigail Mccloskey
Wilmington, DE
Cheryl Starr
Wilmington, DE
Brian Thomson
Wilmington, DE
Anthony Piretti
Wilmington, DE
Peter Gaertner
Wilmington, DE
Christopher Williams
Wilmington, DE
Cynthia Youngcourt
Wilmington, DE
James Hall
Wilmington, DE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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