RO
CFP
RO
CFP
Robert O'dea
25 Years of Experience
Rochester, NY
1 DisclosureBroker
Robert O'dea is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
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
572 Titus Ave, Rochester, NY, 14617
Get directionsHistory
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 2009Denied
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 6 mos
Wells Fargo Advisors
November 2025 - Present · 6 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 Registrations17 states
AZCACTDCFLHIILMAMDMNNCNJNVNYPARITX
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.