RO
CFA
RO
CFA

Robert Theodore O'dell

18 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
223 clients
Average Client Portfolio
$34.3M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

301 South College Street, #3800, Charlotte, NC, 28202-6002

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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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Employment History
Current Registrations
Wedge Capital Management LLP
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Fred Alger & Company, LLCBroker
March 2010 - October 2023 · 13 yrs 7 mos
Nylife Distributors LLCBroker
November 2008 - March 2010 · 1 yr 4 mos
Ameriprise Financial Services, INC.
October 2006 - September 2008 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
October 2006 - September 2008 · 1 yr 11 mos
State Registrations2 states
NCNY
Advisor
Exams
No exam information available for this advisor.
Robert Theodore O'dell - Financial Advisor | TrueAdvisor