TrueAdvisor
TrueAdvisor
NO
CFP
NO
CFP

Nnamdi Chibuzo Odi

Westwood Wealth Management
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Westwood Wealth Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
502 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$638.2M

Fee Structure

Financial Planning:Investment management only

Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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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
Salient Capital L.P.Broker
August 2024 - Present · 1 yr 6 mos
Westwood Wealth Management
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2024 · 6 yrs
Strategic Advisers LLC
October 2012 - July 2018 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2012 - July 2024 · 11 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
October 2010 - September 2012 · 1 yr 11 mos
Scottrade, INC.Broker
March 2009 - October 2010 · 1 yr 7 mos
1st Global Capital CORP.Broker
September 2008 - September 2008 · 0 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.