ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

ROSWELL, Georgia·3 registered advisors·CRD# 322496
SEC# 801-1264530770-992-4444
01

Firm Overview

AUM
$264M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

3 registered advisors
David Anthony Canale
WOODSTOCK, Georgia
Robert Francis Fezza
ROSWELL, Georgia
Stephen Andrew Siders
ROSWELL, Georgia
05

Office Locations

ROSWELL, Georgia
2 advisors
WOODSTOCK, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC (CRD# 322496) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.