TrueAdvisor
TrueAdvisor
MP
CFP
MP
CFP

Martina Ann Pfeuffer

Affinity Wealth Management LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Affinity Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Affinity Wealth Management LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Clarfeld
December 2019 - May 2024 · 4 yrs 5 mos
Citizens Securities, INC.
December 2019 - January 2020 · 1 mo
Citizens Securities, INC.Broker
June 2018 - January 2020 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2011 - June 2018 · 7 yrs
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.