Financial ServicesFinancial Planning & Investment AdvisoryActive

Bob O'Dea, CFP

Robert O'Dea, Principal

Robert O'Dea is a Certified Financial Planner (CFP) operating as a financial advisor in New Haven, Connecticut. The LLC filing lists his principal address at 234 Church St, New Haven, CT, and multiple broker-check and advisor-profile sites confirm his registration with Wells Fargo Advisors Financial Network, LLC, in the same city. His FINRA BrokerCheck record (CRD# 4158312) shows he provides investment advisory and brokerage services to clients.

Filed June 20, 2025 · New Haven, CT · New Haven County

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Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3242669

Search the registry for 3242669 ›JSON record ›

About Bob O'Dea, CFP

Bob O'Dea, CFP is a financial services business (LLC) registered on June 20, 2025 with the Connecticut Division of Corporations. The business is located in New Haven, Connecticut 06510. New Haven County is its county of record. The record lists Robert O'Dea as Principal.

One of 121 new businesses registered in New Haven in June 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameBob O'Dea, CFP LLC
Entity TypeLLC
Entity Number3242669
Filing DateJune 20, 2025
Principal AddressLocked
City / State / ZipNew Haven, CT 06510
CountyNew Haven
TimezoneEastern (ET)
EIN on FileNo

Officers / Authorized Persons

R
Robert O'Dea
Principal
Address locked

Frequently Asked Questions

When was Bob O'Dea, CFP registered?

Bob O'Dea, CFP was registered as LLC on June 20, 2025 in Connecticut.

Where is Bob O'Dea, CFP located?

Bob O'Dea, CFP is based in New Haven, CT, 06510, in New Haven County.

What type of business is Bob O'Dea, CFP?

Bob O'Dea, CFP is classified as a financial services business (financial planning & investment advisory).

Does Bob O'Dea, CFP have an EIN on file?

No EIN was found on file for Bob O'Dea, CFP at the time of registration.

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