DO
Daniel J. O'donnell
XPOTENTIAL
New Providence, NJ 07974-1543
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CRD#: 5748535
DO
Professional summary
Daniel James O'donnell is a registered financial advisor currently at XPOTENTIAL INC. located in New Providence, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Informetric Systems Inc - Not investment related. New Providence, NJ. Informetric is a Software company for manufacturing automation. Independent Director on Board of Directors. 2019 to present. ~5 hours/month after business hours. Quarterly board meetings. Incidental board activity. No monetary compensation for this role.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James 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®
NoneExperience
Current
March 23, 2010 - Present
XPOTENTIAL INC.
Office #1: 121 Chanlon Road Suite 321, New Providence, NJ 07974-1543RIA
CRD#: 152793
New Providence, NJ
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(3/23/2010)
IAR
New York(10/4/2021)
IAR
Texas(5/16/2014)
Current Firm
XI
XPOTENTIAL INC.
XPOTENTIAL INC.
CRD#: 152793 / SEC#:
New Jersey
Registered Investment Advisory firm - (3/23/2010 Approved)New York
Registered Investment Advisory firm - (5/13/2011 Approved)Texas
Registered Investment Advisory firm - (5/16/2014 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Chanlon Road Suite 321, New Providence, NJ 07974-1543
Mailing Address
Po Box 1247, Summit, NJ 07902-1247
Phone number
(908) 273-7600
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 89,989,588 |
Red Flags
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