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William Christopher O'DOnnell

Donal Fiduciaries

Sout Boston, MA

CRD 2025490

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Employer firm

Donal Fiduciaries CRD 292848

$3.00M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Donal Fiduciaries

546 East Broadway Ground Floor, Sout Boston, MA 02127 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-06-04
  • MA RA
    APPROVED
    Since 2018-06-04

Branch Locations

546 East Broadway Ground Floor, Sout Boston, MA 02127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alan Biller And Associates Menlo Park CA 05/2015 04/2017
  • 05/2015 → 04/2017
    Alan Biller And Associates
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-03
S63 Uniform Securities Agent State Law Examination 1990-02-12
  • S65 Uniform Investment Adviser Law Examination
    2018-01-03
  • S63 Uniform Securities Agent State Law Examination
    1990-02-12
Other Names
  • William Christopher Odonnell

View on SEC IAPD

Nearby Firms

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CRESTWOOD ADVISORS
55IP

Nearby Investors

RYAN JAMES MILLMAN
ALEXANDER STEPHEN LAPOINTE
William Frederick Spencer

Nearby Offices

MODERN CAPITAL MANAGEMENT, CO. · Boston, MA
CRESTWOOD ADVISORS · BOSTON, MA
55IP · BOSTON, MA

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