Connor S Odell

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2023 → 07/2024
  J.P. Morgan Securities Llc
  Boston, MA
• 07/2023 → 07/2024
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 08/2022 → 07/2023
  First Republic Bank
  Boston, MA
• 06/2021 → 09/2021
  First Republic Bank
  Northford, CT
• 05/2018 → 06/2020
  Aquatic Pool And Spa
  Northford, CT
• 09/2016 → 11/2018
  Evergreen Woods Retirement Llc
  Northford, CT
• 10/2021 → 07/2022
  Unemployed
  Northford, CT
• 07/2020 → 05/2021
  Unemployed
  Northford, CT
• 07/2024 → Present
  Ameriprise Financial Services, Llc
  Oxford, CT

Other Businesses

Outside Employment; Nancy S. Daoud & Associate LLC; Associate Financial Advisor; Manage advisory business; 90 Oxford Road, , Oxford, CT, 06478; Investment-Related; 01/08/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-31

Other Names

• Connor Seneca Odell
• Connor Odell
• Connor S Odell