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CFP
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CFP

Robert O'dea

Wells Fargo Advisors
26 Years of Experience
New Haven, CT
1 DisclosureBroker
View SEC Summary
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Robert O'dea is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in New Haven, CT, with 26 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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Location

234 Church Street Suite 710 7th Fl, [Satellite], New Haven, CT, 06510

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 11 mos
Wells Fargo Advisors
November 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
July 2004 - November 2025 · 21 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2004 - November 2025 · 21 yrs 4 mos
Quick & Reilly, INC.
November 2002 - July 2004 · 1 yr 8 mos
Quick & Reilly, INC.Broker
September 2002 - July 2004 · 1 yr 10 mos
Salomon Smith Barney INC.
October 2000 - September 2002 · 1 yr 11 mos
Salomon Smith Barney INC.Broker
April 2000 - September 2002 · 2 yrs 5 mos
State Registrations19 states
AZCACTDCDEFLHIILMAMDMNNCNJNVNYPARITNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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