Stephen O'Donnell has been President, CEO, CIO of O'Domhnaill Enterprises since October 2022, is a control person of the firm and directly owns under 5% of it.
O'Domhnaill Enterprises, Inc. is a Cody, WY firm with $123M under management, 211 clients and 4 advisers in one office, as of its February 2026 filing.
Stephen P. O'Donnell Sr. is President & CEO and Chief Investment Officer of O'Donnell Wealth Management, based in Cody, Wyoming. He founded the firm in 2015. He began his career at Merrill Lynch, was recruited by Smith Barney as a Second-Vice President and Financial Advisor, and was recruited by Morgan Stanley in 2007 as a Vice President and Portfolio Manager. In 2009 he started an independent firm, O'Donnell & Associates.
Stephen O'Donnell’s longest registration was 6 years at Saxony Capital Management, LLC (2016–2022). Before joining O'Domhnaill Enterprises in 2022, Stephen O'Donnell was registered through Saxony Capital Management, LLC and Ameriprise Financial Services, Inc.
- O'Donnell Wealth ManagementCurrent– present · 4 yearsCody, WY · Adviser representative · Firm CRD 323384
- Saxony Capital Management, LLC– · 6 yearsCody, WY · Adviser representative · Firm CRD 122692
- Ameriprise Financial Services, Inc.– · under a yearPort Jervis, NY · Adviser representative · Firm CRD 6363
- Morgan Stanley Smith Barney LLC– · under a yearPort Jervis, NY · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 1 yearPort Jervis, NY · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Stephen O'Donnell is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- TexasSince 17 October 2022
- WyomingSince 17 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 25 May 2006 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 13 April 2006 |
| Series 66 | Uniform Combined State Law Examination | 30 April 1999 |
| Series 7 | General Securities Representative Examination | 2 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen Patrick O'Donnell
- CRD
- 3184790
- Firm
- O'Domhnaill Enterprises · CRD 323384
- Role
- President, CEO, CIO
- Office
- 627 YELLOWSTONE AVENUE, Cody, WY 82414
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- odonnellwm.com
Where does Stephen O'Donnell work?
Stephen O'Donnell has been President, CEO, CIO of O'Domhnaill Enterprises, Inc. since October 2022, and is a control person of the firm.
Is Stephen O'Donnell a financial advisor?
Yes. Stephen O'Donnell has a current investment-adviser registration in Texas and Wyoming, through O'Domhnaill Enterprises since October 2022.
How many years of experience does Stephen O'Donnell have?
Stephen O'Donnell has 26 years in the financial industry, since July 2000, across 5 adviser firms.
What exams has Stephen O'Donnell passed?
Stephen O'Donnell has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in April 1999. FINRA credited Stephen O'Donnell with the SIE, which began in October 2018.
Where did Stephen O'Donnell work before O'Domhnaill Enterprises?
Before O'Domhnaill Enterprises, Stephen O'Donnell was registered through Ameriprise Financial Services, Inc., July 2009 to December 2009; Morgan Stanley Smith Barney LLC, June 2009 to July 2009; Morgan Stanley & Co. Incorporated, April 2008 to June 2009.
Where is Stephen O'Donnell based?
Stephen O'Donnell’s registered office is in Cody, WY.
Is Stephen O'Donnell registered with FINRA?
Yes. Stephen O'Donnell has a current broker registration, under CRD 3184790.
Source: FINRA BrokerCheck
How can I verify Stephen O'Donnell’s record?
Search CRD 3184790 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephen O'Donnell’s full registration record.
