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Abigail Randall McCloskey

Affinity Wealth Management LLC

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About Abigail Randall McCloskey

Abigail Randall McCloskey is a financial advisor with Affinity Wealth Management LLC. Abigail has been in the industry since 2012. She holds a Series 63, Series 6, and Series 65 license. She is also a Certified Financial Planner (CFP). Abigail has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Abigail and her firm provide a wide range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Abigail McCloskey is currently registered with Affinity Wealth Management LLC. Affinity Wealth Management LLC is a Wilmington, DE-based Registered Investment Advisor with 9 Investment Adviser Representatives and $699,596,531 in regulatory assets under management. They primarily serve individuals and high-net-worth individuals, but also provide services to corporations, charitable organizations, and pension and profit-sharing plans. They offer a variety of advisory services, including financial planning, portfolio management, and pension consulting, and participate in wrap fee programs.
Affinity Wealth Management LLC

2751 CENTERVILLE ROAD

WILMINGTON, DE 19808

$699.60M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abigail McCloskey’s Registration & Firm History

DE

03/06/2019 - Present

Affinity Wealth Management LLC (WILMINGTON DE)

DE

04/30/2012 - 10/31/2013

STATE FARM VP MANAGEMENT CORP. (NEWARK DE)

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Licenses & Designations

IA

Issued 02/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Randall McCloskey.
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