Windsor Securities, LLC

Windsor Securities, LLC (CRD# 164777) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $726,977 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Windsor Securities, LLC
Showing 1 - 1 of 1 top financial advisors.
Marica O'donnell
CRD#: 4655832
4113 Scotts Valley Drive, Suite B, Scotts Valley, CA 95066

Marica O'donnell (CRD# 4655832) is an Investment Advisor Representative working at Windsor Securities, LLC in Scotts Valley, CA and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.