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Aegean Gurhan Cuylan

Affinity Wealth Management LLC

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About Aegean Gurhan Cuylan

Aegean Gurhan Cuylan is an investment advisor representative registered with Affinity Wealth Management LLC in Wilmington, DE. Aegean is registered to provide investment advice in Delaware. Aegean has been in the industry since August 2022 and has experience with the Vanguard Group, Inc., Widener University, Unionville High School, Pizza Peddler, Kendall Crosslands, Widener University Recreation Center, Absolute Insurance, and J&A Fence. Aegean holds the Series 7TO, Series 63, and Series 65 securities licenses.

Firm Information

Aegean Cuylan 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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Aegean Cuylan’s Registration & Firm History

DE

04/05/2024 - Present

Affinity Wealth Management LLC (WILMINGTON DE)

PA

08/10/2022 - 09/19/2023

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 03/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aegean Gurhan Cuylan.
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