Anthony J. Piretti

AFFINITY WEALTH MANAGEMENT LLC

WILMINGTON, DE 19808

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CRD#: 1485842

Professional summary

Anthony Joseph Piretti is a registered financial advisor currently at AFFINITY WEALTH MANAGEMENT LLC located in Wilmington, Delaware.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Anthony has worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joseph Piretti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 15, 2019 - Present

AFFINITY WEALTH MANAGEMENT LLC

Office #1: 2751 Centerville Road Suite 110, Wilmington, DE 19808

RIA

CRD#: 290735

WILMINGTON, DE

Past

July 9, 2015 - August 12, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

WILMINGTON, DE

Past

October 31, 2011 - August 12, 2019

BEAM WEALTH ADVISORS, INC.

RIA

CRD#: 109867

WILMINGTON, DE

Past

September 8, 2009 - June 11, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

WILMINGTON, DE

Past

September 8, 2009 - July 21, 2015

LPL FINANCIAL LLC

CRD#: 6413

WILMINGTON, DE

Past

May 8, 2008 - September 8, 2009

MUTUAL SERVICE CORPORATION

RIA

CRD#: 4806

WILMINGTON, DE

Past

April 29, 2005 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

WILMINGTON, DE

Past

October 20, 2004 - May 3, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

WILMINGTON, DE

Past

October 20, 2004 - May 3, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

January 17, 2003 - October 20, 2004

QUICK & REILLY, INC.

RIA

CRD#: 11217

WILMINGTON, DE

Past

October 18, 2001 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

July 17, 2001 - September 5, 2001

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

October 1, 2000 - June 8, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

December 18, 1998 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

June 1, 1998 - October 26, 1998

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

January 1, 1996 - April 24, 1998

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

August 8, 1994 - January 1, 1996

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

June 6, 1992 - March 24, 1994

SSI SECURITIES CORP.

CRD#: 8275

BOCA RATON, FL

Past

February 26, 1990 - August 28, 1991

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

October 28, 1986 - January 24, 1989

GRAYSTONE NASH, INC.

CRD#: 10635

Past

April 25, 1986 - November 3, 1986

BRADSTREET CAPITAL, INC.

CRD#: 14738

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AFFINITY WEALTH MANAGEMENT LLC

CRD#: 290735 / SEC#: 801-112231

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(8/15/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/17/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Current Firm

AFFINITY WEALTH MANAGEMENT LLC

CRD#: 290735 / SEC#: 801-112231

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

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Contact information

Main Address

2751 Centerville Road Suite 110, Wilmington, DE 19808

Mailing Address

Phone number

(302) 652-6767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1- WRAP PROGRAM BROCHURE (3/17/2025)

FORM ADV2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,895
AUM (Assets Under Management)	$ 760,080,858

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Anthony J. Piretti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joseph Piretti's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

BEAM WEALTH ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

MUTUAL SERVICE CORPORATION

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

QUICK & REILLY, INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

MARKETING ONE SECURITIES, INC.

SSI SECURITIES CORP.

CIBC WORLD MARKETS CORP.

GRAYSTONE NASH, INC.

BRADSTREET CAPITAL, INC.

Primary Firm SEC Registration

AFFINITY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/1996

Series 63

Date: 9/17/1986

SIE

Date: 10/1/2018

Series 7

Date: 4/19/1986

Current Firm

AFFINITY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFFINITY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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