Daniel Joseph Odell

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2007 → Present
  Oppenheimer & Co. Inc.
  Florham Park, NJ

Previous Registrations

• 2003-08-06 → 2007-11-19
  Ameriprise Advisor Services, Inc.
  Paramus, NJ
  Saddlebrook, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-02
• S63 Uniform Securities Agent State Law Examination
  1993-02-11

Other Names

• Daniel Joseph O'DEll