Cheryl Deane Starr
Investment adviser representative at Affinity Wealth Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$872.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Affinity Wealth Management LLCNov 2021 to now
- Raymond James Financial Services Advisors Inc.Feb 2018 to Nov 2021
- Raymond James Financial Services, IncOct 2016 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (DE).
Affinity Wealth Management LLC
$872.5MAssets managed
664Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6719331
- Firm CRD
- 290735