Coley Odonnell, financial advisor Needham MA

Coley Odonnell

CRD Number: 4550895
Current Firm: Commonwealth Financial Network

Coley Odonnell (CRD# 4550895) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Oct 2020 - Current 3
Boston Wealth Strategies Needham, MA Oct 2020 - Current 3
Mml Investors Services, LLC Boston, MA Mar 2017 - Oct 2020 3
Massmutual Life Insurance Co Boston, MA Jul 2016 - Oct 2020 4
Metlife Securities Inc. Boston, MA Jan 2015 - Mar 2017 2
New England Securities Boston, MA Oct 2003 - Jan 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Coley B. Odonnell
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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