Unclaimed Profile

Brian Richard O'donnell

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION·LARKSPUR, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredBONDBLOXX INVESTMENT MANAGEMENT CORPORATION

700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2897585Firm CRD# 317318

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Richard O'donnell · LARKSPUR, CA

Registration

CRD #2897585 · BONDBLOXX INVESTMENT MANAGEMENT CORPORATION · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

NORTHERN TRUST INVESTMENTS, INCORPORATED

Sep 2018 – Dec 2021

Chicago, IL

BLACKROCK FUND ADVISORS

Nov 2001 – Sep 2017

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 15, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

CRD 317318 · SEC 801-122836

AUM

$2.5B

Regulatory assets under management

Employees

20 client accounts

Services offered by BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Brian Richard O'donnell offer?

Brian Richard O'donnell specializes in Investment Management, Fee-Only Advisory.

What are Brian Richard O'donnell's credentials?

Brian Richard O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Richard O'donnell located?

Brian Richard O'donnell is based in LARKSPUR, California, last registered with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION.

How does Brian Richard O'donnell charge for services?

Brian Richard O'donnell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BONDBLOXX INVESTMENT MANAGEMENT CORPORATION?

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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