Spencer ODonnell has been an investment adviser representative at O'Donnell Financial Services since October 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Spencer ODonnell’s longest registration was 1 year at Independent Financial Group, LLC (2025–2026). Before joining O'Donnell Financial Services in 2025, Spencer ODonnell was registered through Independent Financial Group, LLC.
- – present · 1 yearSan Rafael, CA · Adviser representative · Firm CRD 172520
- Independent Financial Group, LLC– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 7717
Investment adviser representative registrations
Spencer ODonnell is registered as an investment adviser representative in California, since October 2025.
- CaliforniaSince 16 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 March 2025 |
| Series 7TO | General Securities Representative Examination | 31 October 2024 |
| SIE | Securities Industry Essentials Examination | 30 April 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Spencer William ODonnell
- CRD
- 6865276
- Firm
- O'Donnell Financial Services · CRD 172520
- Office
- 1101 FIFTH AVE., SUITE 150, San Rafael, CA 94901
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Spencer ODonnell work?
Spencer ODonnell is an investment adviser representative registered through O'Donnell Financial Services, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Spencer ODonnell a financial advisor?
Yes. Spencer ODonnell has a current investment-adviser registration in California, through O'Donnell Financial Services since October 2025.
How many years of experience does Spencer ODonnell have?
Spencer ODonnell has 1 year in the financial industry, since November 2024, across 2 adviser firms.
What exams has Spencer ODonnell passed?
Spencer ODonnell has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.
Where is Spencer ODonnell based?
Spencer ODonnell’s registered office is in San Rafael, CA.
Is Spencer ODonnell registered with FINRA?
Yes. Spencer ODonnell has a current broker registration, under CRD 6865276.
Source: FINRA BrokerCheck
How can I verify Spencer ODonnell’s record?
Search CRD 6865276 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Spencer ODonnell’s full registration record.
