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Gregory Charles O'Donnell

Managing Member & Investment AdviserO'Donnell Financial Services, LLCCRD 2802185

About Gregory Charles O'Donnell

Gregory Charles O'Donnell is listed as Managing Member & Investment Adviser at O'Donnell Financial Services, LLC in San Rafael, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of O'Donnell Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Charles O'Donnell work?

Gregory Charles O'Donnell is listed as Managing Member & Investment Adviser at O'Donnell Financial Services, LLC on SEC Form ADV.

How much of O'Donnell Financial Services, LLC does Gregory Charles O'Donnell own?

Form ADV reports a beneficial ownership band of Over 75%.

O'Donnell Financial Services, LLC

TitleManaging Member & Investment Adviser
OwnershipOver 75%
Control personYes
Since2015
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