Steven P. O'donnell

ATLAS TECHNOLOGY GROUP LLC

MENLO PARK, CA 94025

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CRD#: 2670780

Professional summary

Steven Paul O'donnell, who also goes by Steven Paul Odonnell, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1995. Steven has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Steven Paul 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) - BD

Click below to view Steven Paul 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®

None

Experience

Current

April 11, 2022 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

CRD#: 152828

MENLO PARK, CA

Past

September 3, 2019 - November 1, 2021

D.A. DAVIDSON & CO.

CRD#: 199

BOSTON, MA

Past

February 2, 2018 - November 13, 2018

AGC PARTNERS

CRD#: 125958

BOSTON, MA

Past

February 12, 2013 - January 23, 2018

STEPHENS

CRD#: 3496

BOSTON, MA

Past

June 25, 2010 - November 5, 2012

THINKEQUITY LLC

CRD#: 44274

BOSTON, MA

Past

February 29, 2008 - May 21, 2010

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BOSTON, MA

Past

February 6, 2004 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

CRD#: 6579

BOSTON, MA

Past

March 2, 1998 - February 6, 2004

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

November 1, 1996 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

November 28, 1995 - December 13, 1995

KROLL SECURITIES LLC

CRD#: 36927

CHICAGO, IL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 3/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/23/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828 / SEC#: , 8-68480

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

Mailing Address

1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

Phone number

(415) 795-8800

Established

California since 11/24/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
TROUSSET, TONY MICHAEL	MANAGING MEMBER / CEO/ CCO	2460709
RUSSELL, SARAH DETLING	PFO	6727189

Red Flags

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

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Firm Stability Insights

Steven P. O'donnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Steven Paul O'donnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.A. DAVIDSON & CO.

AGC PARTNERS

STEPHENS

THINKEQUITY LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS CORPORATION

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

KROLL SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/9/1998

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/27/1995

Series 24

Date: 8/23/2005

FINRA

Current Firm

ATLAS TECHNOLOGY GROUP LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ATLAS TECHNOLOGY GROUP LLC

TRUST BUT VERIFY

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