Cheryl Starr has been an investment adviser representative at Affinity Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners. Cheryl Starr studied at the University of Delaware.
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.
Cheryl Starr is Financial Advisor of Affinity Wealth Management. She has over 20 years in the financial services industry, working across tax preparation, process development and comprehensive planning.
Cheryl Starr’s longest registration is the current one, 4 years at Affinity Wealth Management since 2021. Before joining Affinity Wealth Management in 2021, Cheryl Starr was registered through Raymond James Financial Services Advisors, Inc.
- – present · 4 yearsWilmington, DE · Adviser representative · Firm CRD 290735
- Raymond James Financial Services Advisors, Inc– · 3 yearsWilmington, DE · Adviser representative · Firm CRD 149018
Professional designations
Listed by Affinity Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cheryl Starr is registered as an investment adviser representative in Delaware, since December 2021.
- DelawareSince 22 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 February 2018 |
| Series 7 | General Securities Representative Examination | 9 October 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cheryl Deane Starr
- CRD
- 6719331
- Firm
- Affinity Wealth Management · CRD 290735
- Office
- 2751 CENTERVILLE ROAD, SUITE 110, Wilmington, DE 19808
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- affinitywealth.com
Where does Cheryl Starr work?
Cheryl Starr is an investment adviser representative registered through Affinity Wealth Management LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Cheryl Starr a financial advisor?
Yes. Cheryl Starr has a current investment-adviser registration in Delaware, through Affinity Wealth Management since December 2021.
How many years of experience does Cheryl Starr have?
Cheryl Starr has 8 years in the financial industry, since October 2017, across 2 adviser firms.
What exams has Cheryl Starr passed?
Cheryl Starr has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2017. FINRA credited Cheryl Starr with the SIE, which began in October 2018.
Where did Cheryl Starr work before Affinity Wealth Management?
Before Affinity Wealth Management, Cheryl Starr was registered through Raymond James Financial Services Advisors, Inc, February 2018 to November 2021.
Where is Cheryl Starr based?
Cheryl Starr’s registered office is in Wilmington, DE.
Is Cheryl Starr registered with FINRA?
No. Cheryl Starr has no current broker registration.
Is Cheryl Starr a CFP?
Affinity Wealth Management lists Cheryl Starr with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cheryl Starr’s record?
Search CRD 6719331 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cheryl Starr’s full registration record.
