Donegal Investment Advisors, Inc.

Donegal Investment Advisors, Inc. (CRD# 165198) is a financial advisory firm headquartered in Wellesley, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Donegal Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Jeffery T. Sutton
CRD#: 2686107
20 Walnut St, Wellesley, MA 02481

Jeffery Sutton (CRD# 2686107) is an Investment Advisor Representative working at Donegal Investment Advisors, Inc. in Wellesley, MA and has over 20 years of experience in the finance industry. Jeffery Sutton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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