Patrick
Odonnell
Lake Street Advisors
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About this Advisor
Patrick Odonnell is a chartered financial analyst based in Boston, Massachusetts, with 1 year of relevant experience. Odonnell is an employee of Lake Street Advisors. Throughout their career, Odonnell has worked at Lake Street Advisors, Cambridge Associates, Providence College, Brown Brothers Harriman, Bean Partners Limited, Boston University London and Commonwealth Financial Network. Odonnell can advise clients in Massachusetts and New Hampshire. Lake Street Advisors is a financial advisory company that has its headquarters in Portsmouth, NH. The company has a total of 43 advisors. It has $3 billion in assets under management between its 1,862 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 1,862 customer accounts, 99% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on the services. Fees charged by Lake Street Advisors most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$2,888,383,638
43
1,862
$1,551,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Patrick Odonnell Work History
Patrick has been registered as a financial advisor for 1 years.*
Lake Street Advisors
Cambridge Associates
Providence College
Brown Brothers Harriman
Bean Partners Limited
Boston University London
Providence College
Commonwealth Financial Network
Providence College
*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 Patrick 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 Lake Street Advisors
Portsmouth, NH
Portsmouth, NH
Boston, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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