Marc Odo (CRD# 4572784) is an Investment Advisor Representative working at Swan Global Investments, LLC in Tarrytown, NY and has over 24 years of experience in the finance industry. Marc Odo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accessor Funds, Inc. | Seattle, WA | Apr 2002 - Current | 22 |
| Zephyr Associates | New York, NY | Oct 2003 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- CO
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Total Assets Under Management2,106MILLIONS
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Total Number of Accounts2,483ACCOUNTS
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Average Account Value$848,149
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MA, MD, MI, NJ, NY, PR, TX, VA
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