Gregory O'Donnell has been Managing Member & Investment Adviser of O'Donnell Financial Services since January 2015, is a control person of the firm and directly owns 75% or more of it.
O'Donnell Financial Services, LLC is a San Rafael, CA firm with $427M under management, 995 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Greg O'Donnell is CEO & Founder of O'Donnell Financial Group. For over three decades he has guided clients in pursuing a comprehensive financial life plan and their retirement goals. He hosts the weekly radio show Greg O'Donnell Financial Hour and speaks nationally each year at seminars and conferences.
Gregory O'Donnell’s longest registration is the current one, 11 years at O'Donnell Financial Services since 2015. Before joining O'Donnell Financial Services in 2015, Gregory O'Donnell was registered through Securities America Advisors, Inc. and Financial Telesis, Inc.
- Independent Financial Group, LLCAlso current– present · 9 yearsAdviser representative · Firm CRD 7717
- Independent Financial Group, LLC– · under a yearSan Jose, CA · Adviser representative · Firm CRD 7717
- – present · 11 yearsSan Rafael, CA · Adviser representative · Firm CRD 172520
- Securities America Advisors, Inc.– · 2 yearsSan Rafael, CA · Adviser representative · Firm CRD 110518
- Financial Telesis, Inc.– · 3 yearsLarkspur, CA · Adviser representative · Firm CRD 31012
- Liberty Group, LLC– · 1 yearOakland, CA · Adviser representative · Firm CRD 106036
- Royal Alliance Associates, Inc.– · 7 yearsLarkspur, CA · Adviser representative · Firm CRD 23131
- Sterling Financial Services, Inc– · 9 yearsLarkspur, CA · Adviser representative · Firm CRD 113646
Investment adviser representative registrations
Gregory O'Donnell is registered as an investment adviser representative in 2 states. The first approvals date from March 2015; the most recent is Texas, in June 2016.
- CaliforniaSince 19 March 2015
- TexasSince 1 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 November 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 1999 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 4 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 October 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 1996 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Charles O'Donnell
- CRD
- 2802185
- Firm
- O'Donnell Financial Services · CRD 172520
- Role
- Managing Member & Investment Adviser
- Office
- 1101 FIFTH AVE., SUITE 150, San Rafael, CA 94901
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- odfigroup.com
Where does Gregory O'Donnell work?
Gregory O'Donnell has been Managing Member & Investment Adviser of O'Donnell Financial Services, LLC since January 2015, and is a control person of the firm.
Is Gregory O'Donnell a financial advisor?
Yes. Gregory O'Donnell has a current investment-adviser registration in California and Texas, through O'Donnell Financial Services since March 2015.
How many years of experience does Gregory O'Donnell have?
Gregory O'Donnell has 30 years in the financial industry, since October 1996, across 7 adviser firms.
What exams has Gregory O'Donnell passed?
Gregory O'Donnell has passed 6 licensing exams: the Series 63, Series 6, Series 26, Series 65, Series 7 and Series 99TO. The earliest, the Series 63, was passed in October 1996. FINRA credited Gregory O'Donnell with the SIE, which began in October 2018.
Where did Gregory O'Donnell work before O'Donnell Financial Services?
Before O'Donnell Financial Services, Gregory O'Donnell was registered through Financial Telesis, Inc., May 2009 to May 2013; Liberty Group, LLC, May 2008 to May 2009; Royal Alliance Associates, Inc., July 2000 to May 2008; Sterling Financial Services, Inc, March 2000 to March 2009.
Where is Gregory O'Donnell based?
Gregory O'Donnell’s registered office is in San Rafael, CA.
Is Gregory O'Donnell registered with FINRA?
Yes. Gregory O'Donnell has a current broker registration, under CRD 2802185.
Source: FINRA BrokerCheck
How can I verify Gregory O'Donnell’s record?
Search CRD 2802185 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory O'Donnell’s full registration record.