Donald J. Kalil

AFFINITY WEALTH MANAGEMENT LLC

WILMINGTON, DE 19808

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CRD#: 1525800

Professional summary

Donald James Kalil, who also goes by Donald Kalil, is a registered financial advisor currently at AFFINITY WEALTH MANAGEMENT LLC located in Wilmington, Delaware.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Donald has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 62, Series 6 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald Kalil

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 Donald James Kalil'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

February 9, 2018 - Present

AFFINITY WEALTH MANAGEMENT LLC

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

RIA

CRD#: 290735

WILMINGTON, DE

Past

October 9, 2013 - April 22, 2016

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

August 9, 2004 - October 3, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

WILMINGTON, DE

Past

January 31, 2002 - August 11, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

January 1, 1989 - February 9, 2018

AFFINITY WEALTH MANAGEMENT LLC

RIA

CRD#: 105840

WILMINGTON, DE

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
(2/9/2018)

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

Series 63

Date: 6/3/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/19/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 10/19/2009

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 1/30/2002

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 6/16/1986

Non-Member General Securities 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.

Contact information

xxxxx@xxxx.xxx

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Donald J. Kalil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald James Kalil's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA EQUITIES, INC.

CENTAURUS FINANCIAL, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

AFFINITY WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

AFFINITY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/3/2002

Series 65

Date: 9/19/1994

SIE

Date: 4/22/2016

Series 62

Date: 10/19/2009

Series 6

Date: 1/30/2002

Series 2

Date: 6/16/1986

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

Contact information

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