Ciso · O'donnell Wealth Management
Ryan M ODonnell
CRD 7486624 · Named on Form ADV at one SEC-registered adviser
At a glance
O'donnell Wealth Management, an SEC-registered wealth manager based in Cody, WY with $123 million in regulatory assets, lists Ryan M ODonnell on its Form ADV as Ciso, a control person.
Firms and roles
- O'donnell Wealth ManagementCisoWealth manager · Cody, WY · $123M in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ryan’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
- Locked
- 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.
Colleagues named on the same filings
- Sue Jean O'DonnellManaging Partner, O'donnell Wealth Management
- Stephen P. O'DonnellPresident, CEO, CIO, O'donnell Wealth Management
- Stephen P O'DonnellCCO, O'donnell Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.