Ryan T. O'donnell

THE O'DONNELL GROUP

Chico, CA 95928

Some features on this profile are disabled

CRD#: 4950283

Professional summary

Ryan Timothy O'donnell, CFP®, who also goes by Ryan Timothy Odonnell, is a registered financial advisor currently at THE O'DONNELL GROUP located in Chico, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 6 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Timothy 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.

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Timothy O'donnell'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: 2009

Experience

Current

April 25, 2012 - Present

THE O'DONNELL GROUP

Office #1: 555 Main Street Suite 400, Chico, CA 95928

RIA

CRD#: 162562

Chico, CA

Past

September 15, 2009 - June 19, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

CHICO, CA

Past

September 11, 2009 - June 19, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CHICO, CA

Past

January 2, 2009 - September 14, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SAINT PETERSBURG, FL

Past

June 12, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

CHICO, CA

Past

June 8, 2007 - September 14, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CHICO, CA

Past

July 20, 2005 - June 11, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHICO, CA

Past

June 24, 2005 - June 11, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHICO, CA

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".

THE O'DONNELL GROUP

CRD#: 162562 / SEC#: 801-107763

RIA

Registered Investment Advisory firm - (6/21/2016 Approved)

California

Registered Investment Advisory firm - (12/10/2016 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.

Highlighted states indicate IAR registrations

IAR

California
(4/25/2012)

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: 7/19/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/23/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/11/2010

General Securities Principal Examination

Current Firm

THE O'DONNELL GROUP

CRD#: 162562 / SEC#: 801-107763

RIA

Registered Investment Advisory firm - (6/21/2016 Approved)

California

Registered Investment Advisory firm - (12/10/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

555 Main Street Suite 400, Chico, CA 95928

Mailing Address

Phone number

(530) 564-0960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (2/18/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 462,234,494

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.

Similar Advisors

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

IAR

Fort Myers, FL

Alfonso Aduna

ADUNA CAPITAL

IAR

Norwalk, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan T. O'donnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Timothy O'donnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE O'DONNELL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/19/2005

Series 7

Date: 6/23/2005

Series 24

Date: 1/11/2010

Current Firm

THE O'DONNELL GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE O'DONNELL GROUP

TRUST BUT VERIFY

Similar Advisors