Michael J. O'dare

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CRD#: 2677033

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael John O'dare, who also goes by Mike O'dare, Michael John Odare, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1996. Michael had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mike O'dare | Michael John Odare

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: LIFE INSURANCE LICENSE INVESTMENT RELATED: ADDRESS (City/State): NEW YORK, NY NATURE OF BUSINESS: INSURANCE AGENT-MAINTAIN ONLY POSITION: N/A START DATE (Month/Year): 5/1/2011 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 9, 2023 - August 22, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

February 8, 2023 - August 22, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

June 5, 2012 - February 3, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BROOKLYN, NY

Past

September 2, 2011 - February 3, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

BROOKLYN, NY

Past

July 20, 2011 - August 24, 2011

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

UNIONDALE, NY

Past

February 22, 2005 - June 2, 2005

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

May 24, 2000 - October 6, 2000

SALOMON GREY FINANCIAL CORPORATION

CRD#: 43413

DALLAS, TX

Past

July 15, 1999 - May 23, 2000

THE MINNEAPOLIS COMPANY, INC.

CRD#: 38859

MELVILLE, NY

Past

September 29, 1998 - November 3, 1998

WHITEHALL WELLINGTON INVESTMENTS, INC.

CRD#: 38022

PORT WASHINGTON, NY

Past

June 22, 1998 - July 14, 1999

THE MINNEAPOLIS COMPANY, INC.

CRD#: 38859

MELVILLE, NY

Past

May 6, 1998 - June 4, 1998

BARRON CHASE SECURITIES, INC.

CRD#: 18969

BOCA RATON, FL

Past

January 12, 1998 - April 24, 1998

THE MINNEAPOLIS COMPANY, INC.

CRD#: 38859

MELVILLE, NY

Past

September 24, 1997 - November 11, 1997

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

Past

March 27, 1996 - September 26, 1997

DUKE & CO., INC.

CRD#: 8035

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".

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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.

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: 8/5/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/3/2005

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: 7/19/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/16/2016

General Securities Principal Examination

Current Firm

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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Contact information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Mailing Address

Phone number

(610) 669-1000

Established

Firm type

Fiscal year end

# of Employees

2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STABLE VALUE (9/29/2025)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

VANGUARD SITUATIONAL ADVISOR BROCHURE (9/29/2025)

VANGUARD STRATEGIC MODEL PORTFOLIOS (9/29/2025)

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (9/29/2025)

VANGUARD PERSONAL ADVISOR SELECT (9/29/2025)

Regulatory assets under management

Total Number of Accounts	698,843
AUM (Assets Under Management)	$ 300,434,933,763

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report
06/28/2023	Cover Page	Report

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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Firm Stability Insights

Michael J. O'dare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

HORNOR, TOWNSEND & KENT, LLC

GUNNALLEN FINANCIAL, INC

SALOMON GREY FINANCIAL CORPORATION

THE MINNEAPOLIS COMPANY, INC.

WHITEHALL WELLINGTON INVESTMENTS, INC.

THE MINNEAPOLIS COMPANY, INC.

BARRON CHASE SECURITIES, INC.

THE MINNEAPOLIS COMPANY, INC.

FAIRCHILD FINANCIAL GROUP, INC.

DUKE & CO., INC.

Primary Firm SEC Registration

VANGUARD ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2011

Series 63

Date: 3/3/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2011

Series 24

Date: 3/16/2016

Current Firm

VANGUARD ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VANGUARD ADVISERS, INC.

TRUST BUT VERIFY

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