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William Christopher O'Donnell

Donal Fiduciaries

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About William Christopher O'Donnell

William Christopher O'Donnell is an Investment Advisor Representative at Donal Fiduciaries. William has been a Registered Investment Advisor for over 25 years. Previously, William was a Registered Representative at Dreyfus Service Corporation and NEPC, Inc. William is registered with the state of Massachusetts. William's firm primarily manages portfolios for individuals and businesses.

Firm Information

William O'Donnell is currently registered with Donal Fiduciaries. Donal Fiduciaries is an investment advisor with one investment advisor representative. They primarily serve individuals other than high-net-worth individuals, managing $1,000,000 in assets. They offer financial planning, portfolio management for businesses, and portfolio management for individuals.

$1.00M

Assets Under Management

Not reported

Total Clients

1

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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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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William O'Donnell’s Registration & Firm History

MA

06/04/2018 - Present

Donal Fiduciaries (BOSTON MA)

NY

04/09/2001 - 12/31/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

MA

10/16/1998 - 03/19/2001

NEPC, INC. (CAMBRIDGE MA)

CT

01/23/1998 - 10/13/1998

ADVEST, INC. (HARTFORD CT)

CO

02/27/1996 - 10/14/1996

NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)

MN

01/31/1990 - 02/06/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/31/1990 - 02/06/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/03/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Christopher O'Donnell.
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