Patrick O'Grady has been an investment adviser representative at Rinaldi Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Rinaldi Wealth Management, Inc. is a Bonita Springs, FL firm with $243M under management, 363 clients and 3 advisers in one office, as of its February 2026 filing.
- – present · under a yearBonita Springs, FL · Adviser representative · Firm CRD 311583
Investment adviser representative registrations
Patrick O'Grady is registered as an investment adviser representative in Florida, since December 2025.
- FloridaSince 5 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick James O'Grady
- CRD
- 8192130
- Firm
- Rinaldi Wealth Management · CRD 311583
- Office
- 24311 WALDEN CENTER DRIVE, SUITE 100, Bonita Springs, FL 34134
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick O'Grady work?
Patrick O'Grady is an investment adviser representative registered through Rinaldi Wealth Management, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Patrick O'Grady a financial advisor?
Yes. Patrick O'Grady has a current investment-adviser registration in Florida, through Rinaldi Wealth Management since December 2025.
How many years of experience does Patrick O'Grady have?
Patrick O'Grady has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Patrick O'Grady passed?
Patrick O'Grady passed the Series 65 in November 2025.
Where is Patrick O'Grady based?
Patrick O'Grady’s registered office is in Bonita Springs, FL.
Is Patrick O'Grady registered with FINRA?
No. Patrick O'Grady has no current broker registration.
How can I verify Patrick O'Grady’s record?
Search CRD 8192130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick O'Grady’s full registration record.