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DF

Donald J. Fallenbaum

FALLENBAUM CPA & ADVISORS
PLANTATION, FL 33324
Some features on this profile are disabled
CRD#: 2599102
DF

Professional summary

Donald Joel Fallenbaum is a registered financial advisor currently at FALLENBAUM CPA & ADVISORS, LLC located in Plantation, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Donald has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Joel Fallenbaum's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 26, 2026 - Present

FALLENBAUM CPA & ADVISORS, LLC

Office #1: 300 S. Pine Island Rd. Suite #260, Plantation, FL 33324
RIA
CRD#: 154314
PLANTATION, FL
Past

September 2, 2010 - December 31, 2025

FALLENBAUM CPA & ADVISORS, LLC

RIA
CRD#: 154314
SUNRISE, FL
Past

January 31, 2006 - June 29, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
TAMARAC, FL
Past

January 3, 2006 - June 29, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
TAMARAC, FL
Past

October 7, 2003 - December 21, 2005

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
TAMARAC, FL
Past

September 18, 2003 - December 21, 2005

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
TAMARAC, FL
Past

November 20, 2002 - September 11, 2003

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2002
General Securities Representative Examination

Current Firm

FC
FALLENBAUM CPA & ADVISORS, LLC
FALLENBAUM & ASSOCIATES, LLC | FALLENBAUM CPA & WEALTH MANAGEMENT, LLC | FALLENBAUM CPA & ADVISORS, LLC

CRD#: 154314 / SEC#:

Florida
Registered Investment Advisory firm - (9/2/2010 Approved)
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Contact information

Main Address
10001 West Oakland Park Blvd Suite #302, Sunrise, FL 33351
Mailing Address
Phone number
(954) 615-4272
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 6,698,805

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FALLENBAUM CPA & ADVISORS, LLC

CRD#: 154314Plantation, FL 33324

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