David Odonnell, financial advisor Westborough MA

David Odonnell

CRD Number: 1423780
Current Firm: The Patriot Financial Group, LLC

David Odonnell (CRD# 1423780) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Dec 2022 - Current 1
The Patriot Financial Group, LLC Westborough, MA Aug 2014 - Current 9
Securities America, Inc. Westborough, MA Jun 2018 - Dec 2022 4
Lpl Financial LLC Westborough, MA Feb 2009 - Jun 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for David M. Odonnell
Phone Number: 508-251-6100
Registered State(s):
  • FL
  • LA
  • MA
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,630
    MILLIONS
  • Total Number of Accounts
    5,972
    ACCOUNTS
  • Average Account Value
    $272,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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