Thomas A O'donnell

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-06-07
NJ	RA	APPROVED	2009-10-05
TX	RA	APPROVED	2009-10-05

Branch Locations

King Of Prussia, PA • United States

1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2009	Present
Bank Of America, N.A.	Pennington	NJ	07/2011	Present

06/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
07/2011 → Present

Bank Of America, N.A.

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-10-02
S63	Uniform Securities Agent State Law Examination	1999-06-21

Nearby Firms