Adviser and broker representative · Madison Advisory Services, Inc.
Rochelle B. Odesser
CRD 1098028 · White Plains, NY
At a glance
Rochelle B. Odesser is an investment adviser representative with Madison Advisory Services, Inc. in White Plains, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rochelle’s SEC record dates to 2015, about 11 years ago. Rochelle is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Madison Advisory Services, Inc.Since August 2015White Plains, NY · $510M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rochelle’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Madison Advisory Services, Inc.
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- John F. MifsudWhite Plains
- Benjamin D. SchwartzWhite Plains
- Gary R. SchwartzWhite Plains
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