CO
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Charles Odonnell

22 Years of Experience
Broker

Charles Odonnell is a registered investment advisor at Pruco Securities, LLC, based in Westfield, NJ, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
20 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Westfield, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is a referral agent for Sotheby's Heritage House Realtors since 2017, providing client referrals to agents. This activity requires minimal time.

Employment History
Current Registrations
Pruco Securities, LLC
May 2008 - Present · 17 yrs 11 mos
Pruco Securities, LLC.
March 2004 - Present · 22 yrs 1 mo
Pruco Securities, LLC.Broker
March 2004 - Present · 22 yrs 1 mo
State Registrations51 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.