Chad Odonnell, financial advisor Houston TX

Chad Odonnell

CRD Number: 6910211
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chad Odonnell (CRD# 6910211) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 4 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Bank Of America, N.a. Houston, TX Aug 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Jul 2019 - Current 5
Texas State University San Marcos, TX Aug 2017 - Jul 2019 1
Northwestern Mutual Austin, TX May 2018 - Apr 2019 < 1
The Metal Chapter Housotn, TX May 2017 - Aug 2017 < 1
Brookhaven Community College Farmers Branch, TX Aug 2016 - May 2017 < 1
The Metal Chapter Houston, TX May 2016 - Aug 2016 < 1
Chattanooga State Chattanooga, TN Aug 2015 - May 2016 < 1
The Metal Chapter Houston, TX Jun 2015 - Aug 2015 < 1
Cypress Woods High School Cypress, TX Aug 2012 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Chad H. Odonnell
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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