Steven Kavanaugh has been CCO/Member of Odyssey Group since May 2025, is a control person of the firm and directly owns between 5% and 10% of it. Steven Kavanaugh holds a Master's degree from the University of Arkansas at Little Rock. Steven Kavanaugh studied Degrees in accounting and finance at Sam M. Walton College of Business, University of Arkansas.
Odyssey Group LLC is a Lancaster, PA firm with $421M under management, 245 clients and 3 advisers in one office, as of its March 2026 filing.
S. Drew Kavanaugh is Vice President and Partner of Odyssey Group Wealth Advisors, based in Lancaster, PA. He works with individuals, families and small businesses to help meet their financial and life goals. He began his career in the risk management department for a Fortune 500 company, and before joining Odyssey Group he was responsible for investment policy review, portfolio strategy development and implementation for a local investment firm.
Steven Kavanaugh’s longest registration was 11 years at Ambassador Advisors, LLC (2007–2018). Before joining Odyssey Group in 2025, Steven Kavanaugh was registered through Commonwealth Financial Network and Ambassador Advisors, LLC.
- – present · 1 yearLancaster, PA · Adviser representative · Firm CRD 336636
- Commonwealth Financial Network– · 7 yearsLancaster, PA · Adviser representative · Firm CRD 8032
- Ambassador Advisors, LLC– · 11 yearsLancaster, PA · Adviser representative · Firm CRD 116978
- Axa Advisors, LLC– · 5 yearsLancaster, PA · Adviser representative · Firm CRD 6627
Professional designations
Listed by Odyssey Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst (CDFA)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Steven Kavanaugh is registered as an investment adviser representative in 2 states. The first approvals date from July 2025; the most recent is Texas, in June 2026.
- PennsylvaniaSince 2 July 2025
- TexasSince 4 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 August 2006 |
| Series 7 | General Securities Representative Examination | 7 August 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Andrew Kavanaugh
- CRD
- 5175672
- Firm
- Odyssey Group · CRD 336636
- Role
- CCO/Member
- Office
- 22A EAST ROSEVILLE ROAD, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ogwa.com
Where does Steven Kavanaugh work?
Steven Kavanaugh has been CCO/Member of Odyssey Group LLC since May 2025, and is a control person of the firm.
Is Steven Kavanaugh a financial advisor?
Yes. Steven Kavanaugh has a current investment-adviser registration in Pennsylvania and Texas, through Odyssey Group since July 2025.
How many years of experience does Steven Kavanaugh have?
Steven Kavanaugh has 20 years in the financial industry, since August 2006, across 4 adviser firms.
What exams has Steven Kavanaugh passed?
Steven Kavanaugh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2006. FINRA credited Steven Kavanaugh with the SIE, which began in October 2018.
Where did Steven Kavanaugh work before Odyssey Group?
Before Odyssey Group, Steven Kavanaugh was registered through Commonwealth Financial Network, May 2018 to July 2025; Ambassador Advisors, LLC, January 2007 to May 2018; Axa Advisors, LLC, August 2006 to September 2011.
Where is Steven Kavanaugh based?
Steven Kavanaugh’s registered office is in Lancaster, PA.
Is Steven Kavanaugh registered with FINRA?
No. Steven Kavanaugh has no current broker registration.
Is Steven Kavanaugh a CFP?
Odyssey Group lists Steven Kavanaugh with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Steven Kavanaugh’s record?
Search CRD 5175672 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Kavanaugh’s full registration record.
