Kovack Advisors
39yrs
Top advisor by experience in Tigard
1yr
Coleton O'Donnell
Financial advisor at Strategic Advisers
Based in Tigard, Oregon, Coleton O'Donnell is a fiduciary financial advisor with 1 year of industry experience. Coleton has been with Strategic Advisers since 2025. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 183 advisors with offices in Tigard, and one of 175 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office7493 SW Bridgeport Road Bridgeport Village, Tigard, OR 97224
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowStrategic Advisers LLCCurrent firm
Contact Coleton
(617) 563-7000Firm headquarters in Boston, MA. Ask for Coleton. 7493 SW Bridgeport Road Bridgeport VillageTigard, OR 97224Office · Get directions
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Questions to ask Coleton
Tailored to Coleton’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Coleton
How do I contact Coleton?
Call Strategic Advisers at (617) 563-7000 and ask for Coleton O'Donnell. Coleton works from the Tigard, OR office.
How long has Coleton been a financial advisor?
Coleton has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Coleton hold?
Series 66. Tap any license on this page to see what it allows.
Is Coleton a fiduciary?
Coleton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Coleton paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Coleton for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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