Patrick O'Connell has been an investment adviser representative at Laureate Wealth Management since May 2020, and is not listed among the firm’s executive officers or direct owners. Patrick O'Connell holds a B.A. in Business Economics from Wheaton College.
Laureate Wealth Management, LLC is a Glen Ellyn, IL firm with $122M under management, 39 clients and 4 advisers across 4 offices, as of its May 2026 filing.
Patrick O’Connell is an Investment Advisor of Laureate Wealth Management, based in Glen Ellyn, IL. He joined the firm in 2020 to assist the team with client portfolio administration and investment advisory needs.
- – present · 6 yearsNashville, TN · Adviser representative · Firm CRD 172519
Investment adviser representative registrations
Patrick O'Connell is registered as an investment adviser representative in 2 states. The first approvals date from May 2020; the most recent is Tennessee, in May 2026.
- IllinoisSince 5 May 2020
- TennesseeSince 14 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2020 |
| SIE | Securities Industry Essentials Examination | 18 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Patrick Ryan O'Connell
- CRD
- 7250822
- Firm
- Laureate Wealth Management · CRD 172519
- Office
- Nashville, TN
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- laureate-wealth.com
Where does Patrick O'Connell work?
Patrick O'Connell is an investment adviser representative registered through Laureate Wealth Management, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Patrick O'Connell a financial advisor?
Yes. Patrick O'Connell has a current investment-adviser registration in Illinois and Tennessee, through Laureate Wealth Management since May 2020.
How many years of experience does Patrick O'Connell have?
Patrick O'Connell has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Patrick O'Connell passed?
Patrick O'Connell has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2020.
Where is Patrick O'Connell based?
Patrick O'Connell’s registered office is in Nashville, TN.
Is Patrick O'Connell registered with FINRA?
No. Patrick O'Connell has no current broker registration.
How can I verify Patrick O'Connell’s record?
Search CRD 7250822 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick O'Connell’s full registration record.
- Gery SadzewiczChief Compliance Officer
- Jeremiah BoyntonManaging Member
- Russell ScheidemanMember