David
Odonnell
The Patriot Financial Group, LLC
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About this Advisor
David Odonnell is a financial advisor operating out of Westborough, Massachusetts with a total of 9 years of industry experience. Odonnell is on the advisory team at The Patriot Financial Group, LLC. During their career, the advisor has held roles at Lpl Financial LLC, The Patriot Financial Group, LLC, Securities America, Inc and Cetera Financial Specialists LLC. Odonnell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Louisiana, Massachusetts, New York and Texas. The Patriot Financial Group, LLC is a financial advisory business based out of Westborough, MA. The firm has offices in 36 locations and a total of 75 financial advisors. It administers $2 billion in total assets among its 5,972 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises one charitable organizations. Of its 5,972 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on the type of services. Fee types charged by The Patriot Financial Group, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$1,629,757,890
75
5,972
$272,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Odonnell Work History
David has been registered as a financial advisor for 9 years.*
Cetera Financial Specialists LLC
The Patriot Financial Group, LLC
Securities America, Inc
Lpl Financial LLC
*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 David Odonnell 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 The Patriot Financial Group, LLC
Shrewsbury, MA
Westborough, MA
Omaha, NE
Newfields, NH
Westborough, MA
Westborough, MA
Shrewsbury, MA
Westborough, MA
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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