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Kelly Susan O'donnell

FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, California
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3945 FREEDOM CIRCLE, SANTA CLARA, CA 95054CRD# 5457245Firm CRD# 104510
01

About

Kelly Susan O'donnell is a registered financial advisor based in SANTA CLARA, California, affiliated with FINANCIAL ENGINES ADVISORS L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL ENGINES ADVISORS L.L.C.
EDELMAN FINANCIAL ENGINES
AUM
$270.8B
Regulatory assets under management
Employees
1578
Total firm employees
View all advisors at FINANCIAL ENGINES ADVISORS L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
Regulatory
SEC/IARD CRD# 5457245
Firm CRD# 104510
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Susan O'donnell offer?
Kelly Susan O'donnell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA CLARA, California for a consultation.
What are Kelly Susan O'donnell's credentials?
Kelly Susan O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Susan O'donnell located?
Kelly Susan O'donnell is based in SANTA CLARA, California, working with FINANCIAL ENGINES ADVISORS L.L.C.. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.
How does Kelly Susan O'donnell charge for services?
Kelly Susan O'donnell's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: set-up fees & related svcs; reimbursements for printed materials. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ENGINES ADVISORS L.L.C.?
FINANCIAL ENGINES ADVISORS L.L.C. has approximately 1578 employees and manages $270.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ronald Chwang — ID VENTURES AMERICA, LLCPhilip Peng — ID VENTURES AMERICA, LLCStan Shih — ID VENTURES AMERICA, LLCThomas Alesbury Kimberly — FINANCIAL ENGINES ADVISORS L.L.C.Ted Teh-Tsung Lai — ID VENTURES AMERICA, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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