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Robert Theodore O'Dell

Wedge Capital Management LLP

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About Robert Theodore O'Dell

Robert Theodore O'Dell is a financial advisor with Wedge Capital Management LLP located in Charlotte, North Carolina. Robert is a Chartered Financial Analyst and has been in the industry since 2006. Robert has experience working with individuals, businesses, pension and profit sharing plans, as well as state and municipal government entities. Robert has held prior positions at Fred Alger & Company, LLC, NYLIFE Distributors LLC and Ameriprise Financial Services, Inc. Robert is registered with the state of North Carolina and New York.

Firm Information

Robert O'Dell is currently registered with Wedge Capital Management LLP. Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.
Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Robert O'Dell’s Registration & Firm History

NC

12/06/2023 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NY

03/09/2010 - 10/30/2023

FRED ALGER & COMPANY, LLC (NEW YORK NY)

NY

11/11/2008 - 03/08/2010

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NJ

10/10/2006 - 09/04/2008

AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)

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Licenses & Designations

BOTH

Issued 10/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Theodore O'Dell.
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