Brennan Odonnell
CRD Number: 7114529Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brennan Odonnell (CRD# 7114529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sebastopol, CA and has over 2 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Novato, CA | Dec 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Novato, CA | Dec 2019 - Current | 4 |
| Thrivent Financial | Appleton, WI | May 2019 - Nov 2019 | < 1 |
| Seeking Employment | Redwood City, CA | Jan 2019 - May 2019 | < 1 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2018 - Jan 2019 | < 1 |
| O'donnell & Associates | Menlo Park, CA | Jul 2018 - Sep 2018 | < 1 |
| California Polytechnic State University | San Luis Obispo, CA | Aug 2017 - Jul 2018 | < 1 |
| Amazon | Newark, CA | Jul 2017 - Aug 2017 | < 1 |
| Amazon | Newark, CA | Jul 2017 - Jul 2017 | < 1 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2016 - Jul 2017 | < 1 |
| Cunningham Legal | Auburn, CA | Jun 2016 - Sep 2016 | < 1 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2014 - Jun 2016 | 1 |
| Analy High School | Sebastopol, CA | Aug 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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