Investment adviser representative · Buckeye Wealth Management LLC
Donald J. Depalma
CRD 2271163 · Westerville, OH
At a glance
Donald J. Depalma is an investment adviser representative with Buckeye Wealth Management LLC in Westerville, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donald’s SEC record dates to 1999, about 26 years ago.
Current advisory firm
- Buckeye Wealth Management LLCSince July 2007Westerville, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1999 (26 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Donald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Buckeye Wealth Management LLC
- Jeffrey G. BestWesterville · Certified Financial Planner
- Eric J. RobbinsWesterville
- Timothy P. WoodburnWesterville · Certified Financial Planner
Every advisor at Buckeye Wealth Management LLC →Financial advisors in Westerville, OH →Every Buckeye Wealth Management LLC advisor in Westerville →Advisor Moves: who changed firms this week →