Kyle Timothy O'DOnnell

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2025 → Present
  Raymond James Financial Services, Inc.
  York, PA
• 05/2013 → 04/2020
  Cintas
  York, PA
• 04/2020 → 06/2025
  Becton Dickinson
  York, PA
• 12/2025 → Present
  Raymond James Financial Services Advisors, Inc
  York, PA

Other Businesses

(1)Name of Business: Address: 2200 E Market St, York, PA, 17402-2850, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 05/04/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will be working as a broker for Pennie.com, Pennsylvania's insurance marketplace. Will include helping investment clients navigate the health insurance shopping process. (2)Name of Business: Integrity Wealth Strategies, LLC Address: 2200 E Market St, York, PA, 17402-2850, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered investment advisor

Exams

• S66 Uniform Combined State Law Examination
  2025-11-29