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Timothy E. O'donnell
SEQUOIA WEALTH MANAGEMENT
BARRINGTON, IL 60010
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CRD#: 1944448
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Professional summary
Timothy Edward O'donnell, who also goes by Tim E Odonnell, Timothy Edward Odonnell, is a registered financial advisor currently at SEQUOIA WEALTH MANAGEMENT, LLC located in Barrington, Illinois and LPL FINANCIAL LLC located in Barrington, Illinois.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Timothy has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim E Odonnell | Timothy Edward Odonnell
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. 09/17/2013: ODE FINANCIAL SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 2500 W. HIGGINS RD., STE #360, HOFFMAN ESTATES, IL 60169-7207 - 100% OF TIME SPENT 2. 01/13/2015: NO BUSINESS NAME - INV REL - 1200 ROOSEVELT RD, GLEN ELLYN, ILLINOIS - INSURANCE TRAILS ONLY - START 01/01/2015 - NO TIME SPENT - HEALTH INSURANCE PLAN COMMISSIONS 3. 3/6/2018 - Sequoia Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date:2/1/2015 - 160 Hours per Month/130 Hours During Securities Trading - I provide investment advisory services through Sequoia Wealth Management, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/24/2019 - Ode Financial LLC - DBA: Ode Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/11/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 11/12/2019 - H Group - Investment related - 610 Anthony Trail, Northbrook, Ill, 60062 - Non-Variable Insurance - start date:7/9/2019 - 1 hr/mo 0 hrs during trading. 6. 05/24/2023 - Barrington Township Republican Organization - Not Investment Related - Barrington, Illinois - Non-Profit Board Member - Vice President / Chair of Election Operations Committee - Start Date 05/15/2023 - 4 Hours Per Month/ 0 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Edward O'donnell's 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®
NoneExperience
Current
January 16, 2015 - Present
SEQUOIA WEALTH MANAGEMENT, LLC
Office #1: 1000 Hart Rd Suite 300, Barrington, IL 60010RIA
CRD#: 170543
BARRINGTON, IL
Current
September 17, 2013 - Present
LPL FINANCIAL LLC
Office #1: 1000 Hart Road, Suite 300, Barrington, IL 60010RIA
BD
CRD#: 6413
Barrington, IL
Past
September 17, 2013 - October 28, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
HOFFMAN ESTATES, IL
Past
June 18, 2007 - September 18, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
SCHAUMBURG, IL
Past
June 18, 2007 - September 18, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
SCHAUMBURG, IL
Past
January 17, 2007 - June 1, 2007
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
ROSEMONT, IL
Past
May 5, 2006 - June 1, 2007
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
ROSEMONT, IL
Past
September 9, 1998 - September 21, 1999
APEX CLEARING CORPORATION
BD
CRD#: 13071
DALLAS, TX
Past
July 5, 1994 - April 26, 1995
MF GLOBAL INC.
BD
CRD#: 6731
NEW YORK, NY
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".
SW
SEQUOIA WEALTH MANAGEMENT, LLC
ADVANTAGE FINANCIAL SERVICES GROUP | SEQUOIA WEALTH MANAGEMENT, LLC | SEQUOIA WEALTH MANAGEMENT | SEQUOIA FINANCIAL PLANNING | REGENCY WEALTH MANAGEMENT | PLANSMART FINANCIAL SERVICES | PEGASUS WEALTH STRATEGIES | ODE FINANCIAL SERVICES | MOONEY LYONS FINANCIAL SERVICES | MOONEY LYONS | JPV FINANCIAL | JMC WEALTH MANAGEMENT | IRONWOOD FAMILY WEALTH ADVISORS | DEB FINANCIAL | CPM FINANCIAL SERVICES | ANDERSON INVESTMENT CONSULTING & SERVICES | AMBASSADOR CONSULTING AND WEALTH MANAGEMENT
CRD#: 170543 / SEC#: 801-80362
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)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.RR
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
RR
Arkansas(4/15/2024)
RR
Florida(9/14/2023)
RR
Illinois(9/17/2013)
IAR
Illinois(1/16/2015)
RR
Indiana(8/27/2020)
RR
North Carolina(1/19/2016)
RR
Ohio(1/3/2019)
RR
Wisconsin(9/17/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SEQUOIA WEALTH MANAGEMENT, LLC
ADVANTAGE FINANCIAL SERVICES GROUP | SEQUOIA WEALTH MANAGEMENT, LLC | SEQUOIA WEALTH MANAGEMENT | SEQUOIA FINANCIAL PLANNING | REGENCY WEALTH MANAGEMENT | PLANSMART FINANCIAL SERVICES | PEGASUS WEALTH STRATEGIES | ODE FINANCIAL SERVICES | MOONEY LYONS FINANCIAL SERVICES | MOONEY LYONS | JPV FINANCIAL | JMC WEALTH MANAGEMENT | IRONWOOD FAMILY WEALTH ADVISORS | DEB FINANCIAL | CPM FINANCIAL SERVICES | ANDERSON INVESTMENT CONSULTING & SERVICES | AMBASSADOR CONSULTING AND WEALTH MANAGEMENT
CRD#: 170543 / SEC#: 801-80362
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Applebee St Suite 208, Barrington, IL 60010
Mailing Address
Phone number
(847) 310-5900
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,698 |
| AUM (Assets Under Management) | $ 514,331,206 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SEQUOIA WEALTH MANAGEMENT, LLC
CRD#: 170543Barrington, IL 60010TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
