Charles Ney Heisey
Chief Compliance OfficerAffinity Wealth Management LLCCRD 5868273
About Charles Ney Heisey
Charles Ney Heisey is listed as Chief Compliance Officer at Affinity Wealth Management LLC in Wilmington, DE. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Affinity Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Ney Heisey work?
Charles Ney Heisey is listed as Chief Compliance Officer at Affinity Wealth Management LLC on SEC Form ADV.
How much of Affinity Wealth Management LLC does Charles Ney Heisey own?
Form ADV reports a beneficial ownership band of Under 5%.
Affinity Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |