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Christina L O'Donnell

Steward Partners Investment Advisory, LLC

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About Christina L O'Donnell

Christina L O'Donnell is an investment advisor representative with Steward Partners Investment Advisory, LLC and has been in the industry since 2000. Christina is registered in 28 states, including New Hampshire and Texas. She has been affiliated with Steward Partners Investment Advisory, LLC, Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina L O'Donnell is a Registered Representative and Investment Advisor Representative and is licensed to offer securities and investment advisory services.

Firm Information

Christina O'Donnell is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina O'Donnell’s Registration & Firm History

NY

03/21/2019 - Present

Steward Partners Investment Advisory, LLC (NEW YORK NY)

NH

03/21/2019 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)

NH

11/24/2014 - 03/25/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)

VA

02/24/2011 - 06/16/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)

NH

09/30/2004 - 10/26/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)

MO

07/01/2003 - 10/07/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

01/08/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MN

07/06/2000 - 10/13/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/06/2000 - 10/13/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christina L O'Donnell.
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