Cheryl
Starr
Affinity Wealth Management LLC
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About this Advisor
Cheryl Starr is a financial advisor based in Wilmington, Delaware, working with Affinity Wealth Management LLC. Cheryl has previously held positions at Mallard Advisors, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, and Affinity Wealth Management LLC. Cheryl has passed the Series 66 regulatory exam and is registered to provide services in Delaware. Currently, Cheryl is part of Affinity Wealth Management LLC, which operates out of Wilmington, Delaware. The firm has 15 employees and manages assets totaling $699.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Affinity Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Affinity Wealth Management LLC Brokerage Details
$699,596,531
15
2,072
$337,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Cheryl Starr Work History
Affinity Wealth Management LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Mallard Advisors
Disclosures
Please visit the SEC profile of Cheryl Starr 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
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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