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Matthew Robert Odonnell

Rothschild & Co. US Inc.

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About Matthew Robert Odonnell

Matthew Robert Odonnell is a financial advisor at Rothschild & Co. US Inc. in Boston, Massachusetts. Matthew has been in the financial services industry since October 2012 and holds the Series 63, Series 79, and SIE licenses. He has been registered in Massachusetts, Minnesota, and New York. Matthew previously worked at Piper Sandler & Co. and Lazard Middle Market LLC.

Firm Information

Matthew Odonnell is currently registered with Rothschild & Co. US Inc.. Rothschild & Co. US Inc. is a corporation formed in July 1967 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is regulated by the SEC and has one regulatory event on record.

Not reported

Assets Under Management

Not reported

Total Clients

91

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.

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Matthew Odonnell’s Registration & Firm History

MA

08/17/2023 - Present

Rothschild & Co. US Inc. (Boston MA)

MN

07/27/2015 - 05/09/2023

PIPER SANDLER & CO. (MINNEAPOLIS MN)

MN

07/17/2012 - 07/27/2015

LAZARD MIDDLE MARKET LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/08/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Robert Odonnell.
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