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Debra L. Donlon
WILMINGTON TRUST INVESTMENT ADVISORS
Wilmington, DE 19890-0001
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CRD#: 4170256
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Professional summary
Debra L Donlon is a registered financial advisor currently at WILMINGTON TRUST INVESTMENT ADVISORS, INC. located in Wilmington, Delaware.
Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Debra has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 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.
STARTING: 06/01/1999; MANUFACTURERS & TRADERS TRUST COMPANY ("M&T BANK"), ONE M&T PLAZA, BUFFALO, NY 14203; EMPLOYEE OF M&T BANK. THE MAJORITY OF HOURS ARE DEDICATED TO BANKING RELATED FUNCTIONS.
STARTING 11/30/2016; WILMINGTON TRUST, N.A., ONE M&T PLAZA, BUFFALO, NY 14203; EMPLOYEE OF WILMINGTON TRUST, N.A. THE MAJORITY OF HOURS ARE DEDICATED TO BANKING RELATED FUNCTIONS).
CRS (Client Relationship Summary) - RIA
Click below to view Debra L Donlon'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®
NoneExperience
Current
November 9, 2009 - Present
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Office #1: Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001RIA
CRD#: 106909
Wilmington, DE
Past
October 23, 2009 - June 9, 2021
M&T SECURITIES, INC.
RIA
CRD#: 17358
SYRACUSE, NY
Past
May 16, 2000 - June 9, 2021
M&T SECURITIES, INC.
BD
CRD#: 17358
SYRACUSE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WT
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.
CRD#: 106909 / SEC#: 801-50883
RIA
Registered Investment Advisory firm - (12/27/1995 Approved)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
Maryland(11/9/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/12/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
WT
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.
CRD#: 106909 / SEC#: 801-50883
RIA
Registered Investment Advisory firm - (12/27/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001
Mailing Address
Phone number
(212) 965-5938
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,540 |
| AUM (Assets Under Management) | $ 17,432,390,316 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/28/2024 | ||
| 09/08/2023 | ||
| 10/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
CRD#: 106909Wilmington, DE 19890-0001TRUST BUT VERIFY
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