Steven C. Odonnell

STAR WEALTH ADVISORS

Manalapan, NJ 07726

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CRD#: 2656801

Professional summary

Steven Christopher Odonnell, who also goes by Steven Christopher O Donnell, Steven Christopher O'donnell, Steven C Odonnell, Steven Odonnell, Steven Christopher Odonnell, is a registered financial advisor currently at STAR WEALTH ADVISORS located in Manalapan, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Steven has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Christopher O Donnell | Steven Christopher O'donnell | Steven C Odonnell | Steven Odonnell | Steven Christopher 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Christopher Odonnell'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®

None

Experience

Current

January 20, 2026 - Present

STAR WEALTH ADVISORS

Office #1: 198 Route 9 North Suite 205, Manalapan, NJ 07726

RIA

CRD#: 332344

Manalapan, NJ

Past

May 15, 2024 - July 26, 2024

MASTERWORKS ADVISERS, LLC

RIA

CRD#: 324239

NEW YORK, NY

Past

November 14, 2022 - May 13, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBRIDGE, NJ

Past

July 20, 2022 - May 13, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBRIDGE, NJ

Past

January 19, 2006 - April 26, 2007

SWISS RE CAPITAL MARKETS CORPORATION

CRD#: 39978

NEW YORK, NY

Past

June 8, 2004 - January 11, 2006

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

February 14, 2002 - October 10, 2003

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

January 9, 1998 - February 23, 2000

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

May 30, 1996 - February 20, 1997

NEBRASKA HUDSON COMPANY, INC.

CRD#: 27501

OMAHA, NE

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(1/20/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/14/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/19/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/28/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/1996

General Securities Representative Examination

Current Firm

STAR WEALTH ADVISORS

DWORETSKY FINANCIAL | TRUEPATH ADVISING | STAR WEALTH ADVISORS | MAXX WEALTH ADVISORS

CRD#: 332344 / SEC#: 801-130849

RIA

Registered Investment Advisory firm - (12/16/2024 Terminated)

Colorado

Registered Investment Advisory firm - (1/19/2026 Approved)

Florida

Registered Investment Advisory firm - (3/19/2025 Approved)

Michigan

Registered Investment Advisory firm - (3/26/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/20/2026 Approved)

Ohio

Registered Investment Advisory firm - (3/17/2025 Approved)

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).

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Contact information

Main Address

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432

Mailing Address

Phone number

(888) 201-7331

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 37,322,741

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.

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Advisor Monitoring

Firm Stability Insights

Steven C. Odonnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Christopher Odonnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASTERWORKS ADVISERS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

SWISS RE CAPITAL MARKETS CORPORATION

BARCLAYS CAPITAL INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

PERSHING LLC

NEBRASKA HUDSON COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2022

Series 63

Date: 6/14/1996

Series 7TO

Date: 7/19/2022

SIE

Date: 1/28/2022

Series 7

Date: 5/29/1996

Current Firm

STAR WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAR WEALTH ADVISORS

TRUST BUT VERIFY

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