Stephen O'Donnell has been CCO of O'Domhnaill Enterprises since September 2023, 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 Jr. is Chief Compliance Officer and Financial Advisor of O'Donnell Wealth Management, based in Cody, Wyoming. He joined the firm in January 2023 and is responsible for overseeing its compliance with outside regulatory and legal requirements as well as internal policies and bylaws. He began working in financial services in 2010 and earlier served as a U.S. Marine NCO, a U.S. Army Infantry Staff NCO and a Police Supervisor.
- O'Donnell Wealth ManagementCurrent– present · 3 yearsCody, WY · Adviser representative · Firm CRD 323384
Professional designations
Listed by O'Domhnaill Enterprises
- Certified Estate Planner® (CEP®)
Investment adviser representative registrations
Stephen O'Donnell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2023; the most recent is Texas, in March 2026.
- TexasResidentSince 8 March 2026
- WyomingSince 31 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 March 2023 |
| Series 66 | Uniform Combined State Law Examination | 9 February 2023 |
| SIE | Securities Industry Essentials Examination | 16 January 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 2010 |
| Series 7 | General Securities Representative Examination | 6 July 2010 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen P O'Donnell
- CRD
- 5789809
- Firm
- O'Domhnaill Enterprises · CRD 323384
- Role
- CCO
- Office
- 627 YELLOWSTONE AVENUE, Cody, WY 82414
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- odonnellwm.com
Where does Stephen O'Donnell work?
Stephen O'Donnell has been CCO of O'Domhnaill Enterprises, Inc. since September 2023, 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 March 2023.
How many years of experience does Stephen O'Donnell have?
Stephen O'Donnell has 5 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Stephen O'Donnell passed?
Stephen O'Donnell has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 66 and Series 7TO. The earliest, the Series 7, was passed in July 2010.
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 5789809.
Source: FINRA BrokerCheck
How can I verify Stephen O'Donnell’s record?
Search CRD 5789809 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.
