Advisor at Streamline Financial Strategies Ltd
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Firm
Streamline Financial Strategies Ltd
Location
Ada, OH 45810
Credentials
Series 65
Industry experience
1 year
Zachary Donley is a financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.
Based on Streamline Financial Strategies Ltd
$0 - $499,999: 1.25% annually $500,000 - $1,499,999: 1.00% annually $1,500,000+: 0.75% annually
108 East Highland Avenue
Ada, OH 45810
Ohio
Streamline Financial Solutions
2025 - Present (1 year)
Self Employed
2018 - 2025 (7 years)
Hornor Townsend & Kent Inc
2017 - 2018 (1 year)
Penn Mutual Life Ins Co
2017 - 2017 (1 year)
Schneider Downs
2016 - 2016 (1 year)
Ohio University
2013 - 2017 (4 years)
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Insurance agent
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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