Claim Profile
BO

Barbara B Odonnell

MTC WEALTH MANAGEMENT LLC·TAMPA, Florida
Unclaimed Profile
14055 RIVEREDGE DR. SUITE 525, TAMPA, FL 33637CRD# 4974836Firm CRD# 305308
01

About

Barbara B Odonnell is a registered financial advisor based in TAMPA, Florida, affiliated with MTC WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MTC WEALTH MANAGEMENT LLC
MTC WEALTH MANAGEMENT
AUM
$314M
Regulatory assets under management
Employees
19
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4974836
Firm CRD# 305308
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Barbara B Odonnell offer?
Barbara B Odonnell specializes in Wealth Management, Fee-Only Advisory. Contact their office in TAMPA, Florida for a consultation.
What are Barbara B Odonnell's credentials?
Barbara B Odonnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara B Odonnell located?
Barbara B Odonnell is based in TAMPA, Florida, working with MTC WEALTH MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Barbara B Odonnell charge for services?
Barbara B Odonnell'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 MTC WEALTH MANAGEMENT LLC?
MTC WEALTH MANAGEMENT LLC has approximately 19 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty