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Stephen Patrick O'donnell

O'DOMHNAILL ENTERPRISES, INC.·CODY, Wyoming
SIE, Series 7, Series 9, Series 10, Series 66Clean record18 years registeredO'DOMHNAILL ENTERPRISES, INC.
627 YELLOWSTONE AVENUE, CODY, WY 82414CRD# 3184790Firm CRD# 323384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Patrick O'donnell · CODY, WY
Registration
CRD #3184790 · O'DOMHNAILL ENTERPRISES, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

O'DONNELL WEALTH MANAGEMENT
Oct 2022 – present
SAXONY CAPITAL MANAGEMENT, LLC
Mar 2016 – Nov 2022
Cody, WY
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2009 – Dec 2009
PORT JERVIS, NY
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Jul 2009
PORT JERVIS, NY
MORGAN STANLEY & CO. INCORPORATED
Apr 2008 – Jun 2009
PORT JERVIS, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 66
Registration record
First registered · April 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
O'DOMHNAILL ENTERPRISES, INC.
CRD 323384 · SEC 801-126754
AUM
$55M
Regulatory assets under management
Employees
6
317 client accounts
Services offered by O'DOMHNAILL ENTERPRISES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at O'DOMHNAILL ENTERPRISES, INC. →
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05

Frequently Asked Questions

What services does Stephen Patrick O'donnell offer?
Stephen Patrick O'donnell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CODY, Wyoming for a consultation.
What are Stephen Patrick O'donnell's credentials?
Stephen Patrick O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick O'donnell located?
Stephen Patrick O'donnell is based in CODY, Wyoming, working with O'DOMHNAILL ENTERPRISES, INC.. Their office serves clients in the CODY metropolitan area and surrounding communities.
How does Stephen Patrick O'donnell charge for services?
Stephen Patrick 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 O'DOMHNAILL ENTERPRISES, INC.?
O'DOMHNAILL ENTERPRISES, INC. has approximately 6 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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