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Anthony Joseph Piretti

Affinity Wealth Management LLC
36 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Affinity Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

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History

Regulatory History (1)
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Criminal
November 1977
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Affinity Wealth Management LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
July 2015 - August 2019 · 4 yrs 1 mo
Beam Asset Management, LLC
October 2011 - August 2019 · 7 yrs 10 mos
LPL Financial LLCBroker
September 2009 - July 2015 · 5 yrs 10 mos
LPL Financial LLC
September 2009 - June 2013 · 3 yrs 9 mos
Mutual Service Corporation
May 2008 - September 2009 · 1 yr 4 mos
Mutual Service CorporationBroker
April 2005 - September 2009 · 4 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - May 2005 · 7 mos
Banc of America Investment Services, INC.
October 2004 - May 2005 · 7 mos
Quick & Reilly, INC.
January 2003 - October 2004 · 1 yr 9 mos
Quick & Reilly, INC.Broker
October 2001 - October 2004 · 3 yrs
J.J.B. Hilliard, W.L. Lyons, INC.Broker
July 2001 - September 2001 · 2 mos
First Union Securities, INC.Broker
October 2000 - June 2001 · 8 mos
First Union Brokerage Services, INC.Broker
December 1998 - October 2000 · 1 yr 10 mos
Lockwood Financial Services, INC.Broker
June 1998 - October 1998 · 4 mos
First Union Brokerage Services, INC.Broker
January 1996 - April 1998 · 2 yrs 3 mos
Marketing One Securities, INC.Broker
August 1994 - January 1996 · 1 yr 5 mos
Shochet Securities INC.Broker
June 1992 - March 1994 · 1 yr 9 mos
Oppenheimer & CO., INC.Broker
February 1990 - August 1991 · 1 yr 6 mos
Graystone Nash, INC.Broker
October 1986 - January 1989 · 2 yrs 3 mos
Bradstreet Capital, INC.Broker
April 1986 - November 1986 · 7 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.
Anthony Joseph Piretti - Financial Advisor | TrueAdvisor