Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Glenn Odonnell

Citi Private Alternatives, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Glenn Odonnell

Daniel Odonnell is a financial advisor with over 10 years of experience in the industry. Daniel is currently registered with Citi Private Alternatives, LLC and Citigroup Global Markets Inc. Daniel has a wide range of experience in the financial services industry, including working with William M. Mercer Securities Corp. Daniel is licensed to provide investment advice in all 50 states and the District of Columbia.

Firm Information

Daniel Odonnell is currently registered with Citi Private Alternatives, LLC. Citi Private Alternatives, LLC is a Limited Liability Company formed in April 2010. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

14

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Odonnell’s Registration & Firm History

MA

05/05/2017 - Present

Citi Private Alternatives, LLC (Boston MA)

IL

01/11/1999 - 03/21/2002

WILLIAM M. MERCER SECURITIES CORP. (CHICAGO IL)

Not sure if Daniel Glenn Odonnell is right for you?

Licenses & Designations

BC

Issued 08/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2017

Series 31 - Futures Managed Funds Examination

BC

Issued 06/20/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Glenn Odonnell.
Not sure if Daniel Glenn Odonnell is right for you?