Zachary T. Donley

STREAMLINE FINANCIAL STRATEGIES LTD

ADA, OH 45810

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CRD#: 6882449

Professional summary

Zachary T Donley is a registered financial advisor currently at STREAMLINE FINANCIAL STRATEGIES LTD located in Ada, Ohio.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 2 firms and has passed the Series 65, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary T Donley'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

September 8, 2025 - Present

STREAMLINE FINANCIAL STRATEGIES LTD

Office #1: 108 East Highland Avenue, Ada, OH 45810

RIA

CRD#: 336181

ADA, OH

Past

January 18, 2018 - July 18, 2018

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

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

Ohio
(9/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/18/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STREAMLINE FINANCIAL STRATEGIES LTD

CRD#: 336181 / SEC#:

Ohio

Registered Investment Advisory firm - (7/30/2025 Approved)

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Contact information

Main Address

108 East Highland Avenue, Ada, OH 45810

Mailing Address

Phone number

(419) 634-7283

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Zachary T. Donley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary T Donley's CRS (Customer Relationship Summary).

Certified licenses

Experience

STREAMLINE FINANCIAL STRATEGIES LTD

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2025

SIE

Date: 7/18/2018

Series 6

Date: 1/18/2018

Current Firm

STREAMLINE FINANCIAL STRATEGIES LTD

Contact information

Documents

Red Flags

Company Information

STREAMLINE FINANCIAL STRATEGIES LTD

TRUST BUT VERIFY

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