O'DONNELL FINANCIAL SERVICES, LLC

CRD #172520 SEC #801-110717 SAN RAFAEL, CA 8664962300

SEC Registered Broker-Dealer

Total AUM

$343.1M

Discretionary

$329.4M

Employees

Clients

Accounts

918

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 25, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
KASELIONIS, KIMBERLY, ALYSON	I	CHIEF COMPLIANCE OFFICER	NA
Kaselionis, Kimberly	I	CHIEF COMPLIANCE OFFICER	NA
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control
O'DONNELL, GREGORY, CHARLES	I	MANAGING MEMBER & INVESTMENT ADVISER	E	Control

Registrations

Federal

Mar 25, 2025 REGISTERED

Notice Filings (6)

AZ CA ID NV OR TX

Address

1101 FIFTH AVE.
SUITE 150
SAN RAFAEL, CA 94901
United States

Phone: 8664962300