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Robert Francis Fezza

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC·ROSWELL, Georgia
Clean recordODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
500 SUN VALLEY DRIVE, ROSWELL, GA 30076CRD# 3227165Firm CRD# 322496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis Fezza · ROSWELL, GA
Registration
CRD #3227165 · ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Francis Fezza is a registered financial advisor based in ROSWELL, Georgia, affiliated with ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
AUM
$264M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 3227165
Firm CRD# 322496
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Francis Fezza offer?
Robert Francis Fezza specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Robert Francis Fezza's credentials?
Robert Francis Fezza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Fezza located?
Robert Francis Fezza is based in ROSWELL, Georgia, working with ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Robert Francis Fezza charge for services?
Robert Francis Fezza's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC?
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

David Anthony Canale
WOODSTOCK, GA
Stephen Andrew Siders
ROSWELL, GA

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Research
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