Benjamin Depalmo
Investment Adviser Representative at HB Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Depalmo is an investment adviser representative with HB Wealth in Tampa, FL, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Truist Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JPMorgan Chase Bank, N.A.Aug 2019 – Oct 2020Jupiter, FL
- J.P. Morgan Securities, LLC.Aug 2019 – Oct 2020Jupiter, FL
- Seacoast BankJun 2018 – Jul 2019Palm City, FL
- Prime Meridian BankJan 2017 – Jun 2018Tallahassee, FL
- TargetAug 2015 – Jan 2017Tallahassee, FL
- Bath & Body Works, LLCDec 2016 – Dec 2016Tallahassee, FL
- Seacoast BankOct 2020 – May 2022Winter Park, FL
- LPL Financial LLCMar 2021 – May 2022Winter Park, FL
- Truist Advisory Services, Inc.May 2022 – Jun 2024Tampa, FL
- UnemployedJun 2024 – Sep 2024Tampa, FL
- HB Wealth Management, LLCSep 2024 – no end date reportedAtlanta, GA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HB Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $1,000,000 (FP&IM)1.25%
- Next $4,000,000 (FP&IM)1.00%
- Next $5,000,000 (FP&IM)0.75%
- Next $20,000,000 (FP&IM)0.63%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 162
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Atlanta, GA
- SEC file number:
- 801-122595
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at HB Wealth
Showing 12 of 162 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Depalmo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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