Nnamdi Odi is a CFP-designated registered investment advisor, based in Dallas, TX, with 16 years of industry experience.
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Westwood Wealth Management
August 2024 - Present · 1 yr 8 mos
Salient Capital L.P.Broker
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2024 · 6 yrs
Strategic Advisers LLC
October 2012 - July 2018 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2012 - July 2024 · 11 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
October 2010 - September 2012 · 1 yr 11 mos
Scottrade, INC.Broker
March 2009 - October 2010 · 1 yr 7 mos
1st Global Capital CORP.Broker
September 2008 - September 2008 · 0 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.