Odette Thurston has been an investment adviser representative at HeadInvest since September 2019, and is not listed among the firm’s executive officers or direct owners. Odette Thurston holds a BA in History from The College of William and Mary and an MBA in Finance from New York University Stern School of Business.
Headinvest, LLC is a Portland, ME firm with $892M under management, 445 clients and 6 advisers in one office, as of its March 2026 filing.
Odette Thurston is a Senior Vice President and Portfolio Manager at HeadInvest. She supports individuals, families and nonprofit institutions with financial planning, with a particular focus on investment and portfolio management, equity research and financial planning. Earlier she held senior portfolio manager positions at Ark Asset Management and J. & W. Seligman in New York City. She began her investment career at Morgan Stanley, where she spent seven years as a Research Assistant and Analyst in equity research, and later worked as a columnist for TheStreet.com and a staff writer with SmartMoney Magazine.
Odette Thurston’s longest registration is the current one, 7 years at HeadInvest since 2019. Before joining HeadInvest in 2019, Odette Thurston was registered through Cribstone Capital Management, LLC and Ameriprise Financial Services, Inc.
- Cribstone Capital Management, LLC– · 4 yearsAugusta, ME · Adviser representative · Firm CRD 174974
- Ameriprise Financial Services, Inc.– · 1 yearAugusta, ME · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Odette Thurston is registered as an investment adviser representative in Maine, since September 2019.
- MaineSince 13 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 November 2013 |
| Series 7 | General Securities Representative Examination | 10 September 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 February 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Odette Suzanne Thurston
- CRD
- 1325686
- Firm
- HeadInvest · CRD 140518
- Office
- 7 CUSTOM HOUSE ST, 4TH FLOOR, Portland, ME 04101-4194
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- headinvest.com
Where does Odette Thurston work?
Odette Thurston is an investment adviser representative registered through Headinvest, LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Odette Thurston a financial advisor?
Yes. Odette Thurston has a current investment-adviser registration in Maine, through HeadInvest since September 2019.
How many years of experience does Odette Thurston have?
Odette Thurston has 23 years in the financial industry, since June 2003, across 3 adviser firms.
What exams has Odette Thurston passed?
Odette Thurston has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in February 1985. FINRA credited Odette Thurston with the SIE, which began in October 2018.
Where did Odette Thurston work before HeadInvest?
Before HeadInvest, Odette Thurston was registered through Ameriprise Financial Services, Inc., November 2013 to May 2015.
Where is Odette Thurston based?
Odette Thurston’s registered office is in Portland, ME.
Is Odette Thurston registered with FINRA?
No. Odette Thurston has no current broker registration.
How can I verify Odette Thurston’s record?
Search CRD 1325686 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Odette Thurston’s full registration record.
