Robert Edward O'DEa

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New Haven, CT
• 11/2016 → 11/2025
  Wells Fargo Clearing Services, Llc
  New Haven, CT
• 11/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  New Haven, CT

Previous Registrations

• 2004-07-20 → 2025-11-13
  Wells Fargo Clearing Services, Llc
  New Haven, CT
  Woodbridge, CT
  Woodbridge, CT
  New Haven, CT
  New Haven, CT
  West Haven, CT
  Melville, NY
  New Haven, CT
  Branford, CT
  Fairfield, CT
  Purchase, NY
  Wilton, CT
  Branford, CT
  Woodbridge, CT
  New Haven, CT
  New Haven, CT
• 2002-11-26 → 2004-07-20
  Quick & Reilly, Inc.
  Hartford, CT
• 2000-10-10 → 2002-09-13
  Citigroup Global Markets Inc.
  West Hartford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-15
• S63 Uniform Securities Agent State Law Examination
  2000-05-02

Designations

• Certified Financial Planner

Other Names

• Robert Edward Odea