Robert John O'DOnnell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 05/2013 → 06/2024
  Securities America, Inc.
  Larkspur, CA
• 05/2013 → 06/2024
  Securities America Advisors, Inc.
  Larkspur, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Francisco, CA

Previous Registrations

• 2013-05-14 → 2024-06-14
  Securities America Advisors, Inc.
  Larkspur, CA
  San Rafael, CA
  San Francisco, CA
• 2009-06-05 → 2013-05-14
  Financial Telesis Inc
  San Rafael, CA
  Larkspur, CA
• 2001-04-20 → 2009-06-08
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) ROBERT JOHN O'DONNELL POSITION: Agent/Owner NATURE: Life Insurance, Long Term Care Insurance, and Fixed Annuity Sales and Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2003 ADDRESS: 3401 Clay Street, Ste. 101, San Francisco CA 94118-2002 DESCRIPTION: Life Insurance, Long Term Care Insurance, and Fixed Annuity Sales and Marketing 2) WEALTHMECHANIX POSITION: Principal NATURE: 1) ROBERT J O'DONNELL- ESTATE VALUATION & PROPERTY SEARCH - RESEARCHER - 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2016 ADDRESS: WealthMechanix, 1806 Belles Street, Suite 4B, San Francisco CA 94129, United States DESCRIPTION: Review estate holdings and produce date of death valuation reports. Work with appropriate attorneys and tax professionals in the estate arena. Research unclaimed and escheated property rolls. 3) WEALTHMECHANIX POSITION: Principal NATURE: 2) ROBERT J O'DONNELL - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/2003 - - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2003 ADDRESS: 1806 Belles Street, Suite 4B, San Francisco CA 94129, United States DESCRIPTION: Advise on appropriate levels of life insurance, long term care insurance, as well as fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2001-04-02
• S63 Uniform Securities Agent State Law Examination
  1981-12-23

Other Names

• Robert J Odonnell
• Robert John Odonnell