Chad
Odonnell
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Chad Odonnell is a financial advisor based in Houston, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Chad has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Cypress Woods High School, The Metal Chapter, Chattanooga State, Brookhaven Community College, Texas State University, Northwestern Mutual, and Bank Of America, N.A. Chad has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Chad is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Houston, Texas. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Chad Odonnell Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual
The Metal Chapter
Texas State University
The Metal Chapter
Brookhaven Community College
The Metal Chapter
Chattanooga State
Cypress Woods High School
Disclosures
Please visit the SEC profile of Chad Odonnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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