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Michael Edward Donnelly

DONNELLY STEEN & COMPANY·WILMINGTON, Delaware
Series 6, Series 7, Series 24, Series 63, Series 6521 years registeredDONNELLY STEEN & COMPANY
1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 2276988Firm CRD# 134952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Edward Donnelly · WILMINGTON, DE
Registration
CRD #2276988 · DONNELLY STEEN & COMPANY · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DONNELLY STEEN & COMPANY
COASTAL INVESTMENT ADVISORS
Jan 2011 – Sep 2014
WILMINGTON, DE
DONNELLY STEEN & COMPANY
May 2005 – Dec 2010
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 9, 2005
Years registered · 21
03

Disclosure History

2016Regulatory·Final
2016Regulatory·Final
2014Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
REALTA INVESTMENT ADVISORS, INC
CRD 134952 · SEC 801-68000
AUM
$800M
Regulatory assets under management
Employees
83
3,529 client accounts
Services offered by REALTA INVESTMENT ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REALTA INVESTMENT ADVISORS, INC →
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05

Frequently Asked Questions

What services does Michael Edward Donnelly offer?
Michael Edward Donnelly specializes in Financial Planning, Investment Management, Wealth Management.
What are Michael Edward Donnelly's credentials?
Michael Edward Donnelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Edward Donnelly located?
Michael Edward Donnelly is based in WILMINGTON, Delaware, last registered with DONNELLY STEEN & COMPANY.
How does Michael Edward Donnelly charge for services?
Michael Edward Donnelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DONNELLY STEEN & COMPANY?
DONNELLY STEEN & COMPANY has approximately 83 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DONNELLY STEEN & COMPANY

Kevin Michael Keefe
WILMINGTON, DE
CFA
Emilio Battista Primus
WILMINGTON, DE
David James Monahan
WILMINGTON, DE
Steven Michael Richards
WILMINGTON, DE
Timothy Joseph Bowman
WILMINGTON, DE
Francis J Skinner
WILMINGTON, DE

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