Donald James Kalil
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Donald Kalil
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
AFFINITY WEALTH MANAGEMENT LLC
Contact Information
Main Address
2751 Centerville Road Suite 110, Wilmington, DE 19808Phone Number
(302) 652-6767# of Employees
17SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,004AUM (Assets Under Management)
$872,523,855Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2026 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
AFFINITY WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Oct 2009Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2002About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed Jun 1986Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Donald James Kalil's CRS (Customer Relationship Summary).
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