O'donnell Financial Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 172520
- SEC number
- 801-110717
- Firm type
- RIA
- Assets under management
- $427.1M as of Mar 26, 2026
- Website
- www.facebook.com/ODONNELLFINANCIAL ↗
- Phone
- 8664962300
- Address
- 1101 Fifth Ave., San Rafael, CA, 94901
Advisors at this firm
5 in our index · page 1 of 1
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Troy Collins CopelandCRD 4603694 · San Rafael, CAIA RegisteredBroker
-
Kyle Jordan LaddCRD 6003290 · San Rafael, CAIA RegisteredBroker
-
Michael Dean NakanoCRD 1322510 · San Rafael, CAIA RegisteredBroker
-
Spencer William OdonnellCRD 6865276 · San Rafael, CAIA RegisteredBroker
-
Beth VerdekalCRD 8174526 · San Rafael, CAIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 172520 ↗
FINRA BrokerCheck record for firm CRD 172520 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.