Unclaimed Profile

John C O'donnell

SIGNATUREFD, LLC·ATLANTA, Georgia

SIE, Series 7, Series 63, Series 66Clean record20 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 4872022Firm CRD# 112758

Profile Verification

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

Identity

John C O'donnell · ATLANTA, GA

Registration

CRD #4872022 · SIGNATUREFD, LLC · 20 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

May 2016 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jan 2023 – Mar 2025

ATLANTA, GA

SIGNATUREFD, LLC

Jan 2013 – Mar 2016

ATLANTA, GA

STRATEGIC ADVISERS, INC.

Sep 2005 – Jul 2012

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 30, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does John C O'donnell offer?

John C O'donnell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are John C O'donnell's credentials?

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

Where is John C O'donnell located?

John C O'donnell is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does John C O'donnell charge for services?

John C O'donnell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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