Abigail McCloskey has been an investment adviser representative at Affinity Wealth Management since March 2019, and is not listed among the firm’s executive officers or direct owners.
Affinity Wealth Management LLC is a Wilmington, DE firm with $873M under management, 664 clients and 11 advisers in one office, as of its April 2026 filing.
- – present · 7 yearsWilmington, DE · Adviser representative · Firm CRD 290735
Investment adviser representative registrations
Abigail McCloskey is registered as an investment adviser representative in Delaware, since March 2019.
- DelawareSince 6 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 April 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Abigail Randall McCloskey
- CRD
- 6047926
- Firm
- Affinity Wealth Management · CRD 290735
- Office
- 2751 CENTERVILLE ROAD, SUITE 110, Wilmington, DE 19808
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Abigail McCloskey work?
Abigail McCloskey is an investment adviser representative registered through Affinity Wealth Management LLC since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Abigail McCloskey a financial advisor?
Yes. Abigail McCloskey has a current investment-adviser registration in Delaware, through Affinity Wealth Management since March 2019.
How many years of experience does Abigail McCloskey have?
Abigail McCloskey has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Abigail McCloskey passed?
Abigail McCloskey has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2012.
Where is Abigail McCloskey based?
Abigail McCloskey’s registered office is in Wilmington, DE.
Is Abigail McCloskey registered with FINRA?
No. Abigail McCloskey has no current broker registration.
How can I verify Abigail McCloskey’s record?
Search CRD 6047926 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abigail McCloskey’s full registration record.
