Stephanie O'donnell
Stephanie O'donnell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Daytona Beach, FL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1616 Concierge Blvd, Daytona Beach, FL, 32117
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Regulatory History
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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Stephanie is a general partner in O'Donnell Holdings, LLC, a real estate-related LLC created for her fiancé's real estate income and for inheritance and tax benefits. Stephanie spends minimal time annually on this activity and has minimal involvement in the company.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations43 states
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