Steven A. Kavanaugh

ODYSSEY GROUP WEALTH ADVISORS

LANCASTER, PA 17601

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CRD#: 5175672

Professional summary

Steven Andrew Kavanaugh II, CFP®, who also goes by Drew Kavanaugh, is a registered financial advisor currently at ODYSSEY GROUP WEALTH ADVISORS located in Lancaster, Pennsylvania.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Steven has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Kavanaugh

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. Fixed insurance sales; as of 08/10/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Andrew Kavanaugh II'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: 2013

Experience

Current

July 2, 2025 - Present

ODYSSEY GROUP WEALTH ADVISORS

Office #1: 22a East Roseville Road, Lancaster, PA 17601

RIA

CRD#: 336636

LANCASTER, PA

Past

May 1, 2018 - July 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

LANCASTER, PA

Past

May 1, 2018 - July 1, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LANCASTER, PA

Past

October 4, 2011 - April 30, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

LANCASTER, PA

Past

January 9, 2007 - May 1, 2018

FAITHWARD ADVISORS, LLC

RIA

CRD#: 116978

LANCASTER, PA

Past

August 22, 2006 - September 16, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LANCASTER, PA

Past

August 8, 2006 - September 16, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

LANCASTER, PA

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

Pennsylvania
(7/2/2025)

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: 8/14/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2006

General Securities Representative Examination

Current Firm

ODYSSEY GROUP WEALTH ADVISORS

ODYSSEY GROUP LLC | ODYSSEY GROUP WEALTH ADVISORS

CRD#: 336636 / SEC#: 801-133758

RIA

Registered Investment Advisory firm - (6/26/2025 120-Day Approval)

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Contact information

Main Address

22a East Roseville Road, Lancaster, PA 17601

Mailing Address

Phone number

(717) 553-4722

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

OGWA FORM ADV PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 388,452,921

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

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Steven A. Kavanaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Andrew Kavanaugh II's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

FAITHWARD ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2006

Current Firm

ODYSSEY GROUP WEALTH ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ODYSSEY GROUP WEALTH ADVISORS

TRUST BUT VERIFY

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