Seth Jerrad Dorfman
Investment adviser representative at Odeon Capital Advisors LLC
15 yearsExperience
2 statesRegistered in
$967.5MFirm assets
6 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Odeon Capital Advisors LLCOct 2023 to now
- Odeon Capital Group LLCJun 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Odeon Capital Advisors LLC
$967.5MAssets managed
34Clients
7Advisers
6 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
- 4813056
- Firm CRD
- 307619