Timothy Edward O'donnell
Investment adviser representative at Sequoia Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$599.6MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Sequoia Wealth Management, LLCJan 2015 to now
- Sequioa Wealth Management, LLCJan 2015 to now
- LPL Financial LLCSep 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sequoia Wealth Management, LLC
$599.6MAssets managed
1,640Clients
16Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1944448
- Firm CRD
- 170543