Rochelle B. Odesser

MADISON ADVISORY SERVICES

WHITE PLAINS, NY 10604

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CRD#: 1098028

Professional summary

Rochelle Brand Odesser, CFP®, who also goes by Rochelle Brand, is a registered financial advisor currently at MADISON ADVISORY SERVICES, INC. located in White Plains, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in West Harrison, New York.

Rochelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Rochelle has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Debt Management

Budgeting

Education Planning

Divorce Planning

Retirement Planning

Employee and Employer Plan Ben...

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Rochelle Brand

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MADISON ADVISORY SERVICES, 10 New King Street, Suite 104, White Plains NY 10604, United States, 02/01/2006, IAR, RIA Affiliation - other than CIRA, NIR, 30 HR/MO - 30 HR/MO TRADING 2. MADISON PLANNING GROUP/ROCHELLE ODESSER, 10 New King Street, Suite 104, White Plains NY 10604, United States, 02/01/2006, Agent, 1099, NIR, 10 HR/MO - 10 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rochelle Brand Odesser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

October 24, 2012 - Present

MADISON ADVISORY SERVICES, INC.

Office #1: 10 New King St Suite 104, White Plains, NY 10604

RIA

CRD#: 132386

WHITE PLAINS, NY

Current

July 30, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 10 New King St. Ste. 104, West Harrison, NY 10604

CRD#: 39543

West Harrison, NY

Past

August 2, 2021 - July 30, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

WHITE PLAINS, NY

Past

March 26, 2018 - August 5, 2021

OSAIC WEALTH, INC.

RIA

CRD#: 23131

WHITE PLAINS, NY

Past

June 4, 2004 - August 5, 2021

OSAIC WEALTH, INC.

CRD#: 23131

WHITE PLAINS, NY

Past

March 7, 2003 - May 28, 2004

STACEY BRAUN FINANCIAL SERVICES, INC.

CRD#: 121001

NEW YORK, NY

Past

October 26, 2000 - July 10, 2002

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

May 21, 1999 - April 13, 2000

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 13, 1992 - May 27, 1999

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

July 11, 1986 - December 24, 1986

AMERICAN EXPRESS FINANCIAL ADVISORS JAPAN, INC.

CRD#: 11176

Past

February 22, 1983 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

February 22, 1983 - March 6, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MADISON ADVISORY SERVICES, INC.

MADISON | MADISON PLANNING GROUP | MADISON PLANNING | MADISON ADVISORY SERVICES, INC.

CRD#: 132386 / SEC#: 801-106492

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

Florida

Registered Investment Advisory firm - (10/29/2015 Terminated)

New Jersey

Registered Investment Advisory firm - (8/11/2015 Terminated)

New York

Registered Investment Advisory firm - (10/29/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/30/2025)

IAR

New York
(7/7/2021)

New York
(7/30/2025)

South Carolina
(7/30/2025)

IAR

Texas
(8/10/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/1/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/4/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 2/18/1983

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MADISON ADVISORY SERVICES, INC.

MADISON | MADISON PLANNING GROUP | MADISON PLANNING | MADISON ADVISORY SERVICES, INC.

CRD#: 132386 / SEC#: 801-106492

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

Florida

Registered Investment Advisory firm - (10/29/2015 Terminated)

New Jersey

Registered Investment Advisory firm - (8/11/2015 Terminated)

New York

Registered Investment Advisory firm - (10/29/2015 Terminated)

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Contact information

Main Address

10 New King St Suite 104, White Plains, NY 10604

Mailing Address

Phone number

(914) 328-8558

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MADISION ADVISORY (8/28/2025)

Regulatory assets under management

Total Number of Accounts	2,210
AUM (Assets Under Management)	$ 428,867,970

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Rochelle B. Odesser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rochelle Brand Odesser's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

LION STREET FINANCIAL, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

STACEY BRAUN FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

OSAIC WEALTH, INC.

MAIN STREET MANAGEMENT COMPANY

AMERICAN EXPRESS FINANCIAL ADVISORS JAPAN, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MADISON ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/1992

SIE

Date: 10/1/2018

Series 7

Date: 2/15/1986

Series 22

Date: 10/4/1983

Series 6

Date: 2/18/1983

FINRA

Current Firm

MADISON ADVISORY SERVICES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Contact information

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