Roman
Shlyakhetko
Odyssey Personal Financial Advisors, LLC
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About this Advisor
Roman Shlyakhetko is a financial advisor who works in Roswell, Georgia who has 1 year of industry experience. Shlyakhetko is an advisor for Odyssey Personal Financial Advisors, LLC. Throughout their career, Shlyakhetko has worked at Odyssey Personal Financial Advisors, Dba For Investments, Cetera Financial Specialists LLC, Cannon Financial Strategists, Narwhal Capital Management, Copytalk Business Services and Legacy Lodge & Conference Center. Shlyakhetko holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Georgia. Odyssey Personal Financial Advisors, LLC is a financial advisory firm headquartered in Roswell, GA. It has $229 million in total assets among its 895 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 895 client accounts, 27% are held by high-net-worth clients who have at least $1 million in assets available to invest. Odyssey Personal Financial Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually vary depending on the services provided. Fee types charged by Odyssey Personal Financial Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Odyssey Personal Financial Advisors, LLC Brokerage Details
$229,300,000
5
895
$256,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Roman Shlyakhetko Work History
Roman has been registered as a financial advisor for 1 years.*
Odyssey Personal Financial Advisors, Dba For Investments
Cetera Financial Specialists LLC
Cannon Financial Strategists
Narwhal Capital Management
Copytalk Business Services
Legacy Lodge & Conference Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roman Shlyakhetko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Odyssey Personal Financial Advisors, LLC
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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