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Robert Francis O'donnell

AST INVESTMENT SERVICES, INC.·SHELTON, Connecticut
SIE, Series 6, Series 7TO, Series 26, Series 66Clean recordAST INVESTMENT SERVICES, INC.
ONE CORPORATE DRIVE, SHELTON, CT 06484CRD# 4768841Firm CRD# 108897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis O'donnell · SHELTON, CT
Registration
CRD #4768841 · AST INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
01

Career History

EDWARD JONES
Jan 2026 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 26
Series 66
Registration record
First registered · January 30, 2026
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AST INVESTMENT SERVICES, INC.
CRD 108897 · SEC 801-40532
AUM
$105.9B
Regulatory assets under management
Employees
53
32 client accounts
Services offered by AST INVESTMENT SERVICES, INC.
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at AST INVESTMENT SERVICES, INC. →
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05

Frequently Asked Questions

What services does Robert Francis O'donnell offer?
Robert Francis O'donnell specializes in Investment Management, Fee-Only Advisory. Contact their office in SHELTON, Connecticut for a consultation.
What are Robert Francis O'donnell's credentials?
Robert Francis O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis O'donnell located?
Robert Francis O'donnell is based in SHELTON, Connecticut, working with AST INVESTMENT SERVICES, INC.. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Robert Francis O'donnell charge for services?
Robert Francis 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 AST INVESTMENT SERVICES, INC.?
AST INVESTMENT SERVICES, INC. has approximately 53 employees and manages $105.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SHELTON, CT

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