# STEPHEN PATRICK O'DONNELL

STEPHEN PATRICK O'DONNELL is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with O'DONNELL WEALTH MANAGEMENT.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [O'DONNELL WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/323384) | 2022-10-17 | present | Yes |
| [SAXONY CAPITAL MANAGEMENT LLC.](https://search.stillhousedata.com/firm/122692) | 2016-03-22 | 2022-11-03 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2009-07-10 | 2009-12-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2009-07-13 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2008-04-11 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3184790)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3184790.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.