Donald Kalil has been an investment adviser representative at Affinity Wealth Management since February 2018, 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.
Donald Kalil’s longest registration was 29 years at Affinity Wealth Management LLC (1989–2018). Before joining Affinity Wealth Management in 2018, Donald Kalil was registered through Affinity Wealth Management LLC.
- – present · 8 yearsWilmington, DE · Adviser representative · Firm CRD 290735
- Affinity Wealth Management LLC– · 29 yearsWilmington, DE · Adviser representative · Firm CRD 105840
Investment adviser representative registrations
Donald Kalil is registered as an investment adviser representative in Delaware, since February 2018.
- DelawareSince 9 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 19 October 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 January 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 1994 |
| Series 2 | Non-Member General Securities Examination | 16 June 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Donald James Kalil
- CRD
- 1525800
- Firm
- Affinity Wealth Management · CRD 290735
- Office
- 2751 CENTERVILLE ROAD, SUITE 110, Wilmington, DE 19808
- Registration
- Investment adviser registration
- In the industry since
- December 1988
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Kalil work?
Donald Kalil is an investment adviser representative registered through Affinity Wealth Management LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Donald Kalil a financial advisor?
Yes. Donald Kalil has a current investment-adviser registration in Delaware, through Affinity Wealth Management since February 2018.
How many years of experience does Donald Kalil have?
Donald Kalil has 37 years in the financial industry, since December 1988, across 2 adviser firms.
What exams has Donald Kalil passed?
Donald Kalil has passed 5 licensing exams: the Series 2, Series 65, Series 6, Series 63 and Series 62. The earliest, the Series 2, was passed in June 1986. FINRA credited Donald Kalil with the SIE, which began in October 2018.
Where did Donald Kalil work before Affinity Wealth Management?
Before Affinity Wealth Management, Donald Kalil was registered through Affinity Wealth Management LLC (CRD 105840), January 1989 to February 2018.
Where is Donald Kalil based?
Donald Kalil’s registered office is in Wilmington, DE.
Is Donald Kalil registered with FINRA?
No. Donald Kalil has no current broker registration.
How can I verify Donald Kalil’s record?
Search CRD 1525800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Kalil’s full registration record.
