Odyssey Personal Financial Advisors, LLC

Odyssey Personal Financial Advisors, LLC (CRD# 322496) is a financial advisory firm headquartered in Roswell, GA. They manage $263,970,000 in 914 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
500 Sun Valley Drive, Suite A-6, Roswell, GA 30076
https://www.facebook.com/odysseypfa/
By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $288,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, NJ, SC, TX, VA

Financial Advisors at Odyssey Personal Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Fezza, financial advisor Roswell GA
Robert F. Fezza
CRD#: 3227165
500 Sun Valley Drive, Suite A-6, Roswell, GA 30076

Robert Fezza (CRD# 3227165) is an Investment Advisor Representative working at Odyssey Personal Financial Advisors, LLC in Roswell, GA and has over 24 years of experience in the finance industry.

2
Stephen Siders, financial advisor Roswell GA
Stephen A. Siders
CRD#: 4208700
500 Sun Valley Drive, Suite A-6, Roswell, GA 30076

Stephen Siders (CRD# 4208700) is an Investment Advisor Representative working at Odyssey Personal Financial Advisors, LLC in Roswell, GA and has over 23 years of experience in the finance industry.

3
Anne Simpson, financial advisor Roswell GA
Anne K. Simpson
CRD#: 5273267
500 Sun Valley Drive, Suite A-6, Roswell, GA 30076

Anne Simpson (CRD# 5273267) is an Investment Advisor Representative working at Odyssey Personal Financial Advisors, LLC in Roswell, GA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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