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ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
ROSWELL, Georgia
·
3 registered advisors
·
CRD# 322496
SEC# 801-126453
0
770-992-4444
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 Planning
Investment Management
04
Advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
3 registered advisors
David Anthony Canale
WOODSTOCK, Georgia
CRD# 1196770
Robert Francis Fezza
ROSWELL, Georgia
CRD# 3227165
Stephen Andrew Siders
ROSWELL, Georgia
CRD# 4208700
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
.