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Patrick Michael Grady

Thinkequity LLC

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About Patrick Michael Grady

Patrick Grady is a financial advisor with over 25 years of experience in the financial services industry. Patrick is currently registered with Thinkequity LLC and has been with the firm since November 2022. Prior to joining Thinkequity LLC, Patrick held positions at Empire Asset Management Company, Jefferies LLC, Morgan Stanley, and JNK Securities Corp. Patrick holds Series 7, Series 55, Series 63, Series 57TO, and SIE licenses. Patrick specializes in providing investment advice to individual clients.

Firm Information

Patrick Grady is currently registered with Thinkequity LLC. Thinkequity LLC is a Limited Liability Company formed on August 13, 2021. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Thinkequity LLC has been the subject of 8 Regulatory Events, 3 Civil Events, and 2 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Patrick Grady’s Registration & Firm History

NY

11/01/2022 - Present

Thinkequity LLC (NEW YORK NY)

NY

06/12/2017 - 11/08/2022

EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)

NY

08/08/2016 - 04/20/2017

JEFFERIES LLC (NEW YORK NY)

NY

05/13/2011 - 08/22/2016

MORGAN STANLEY (NEW YORK NY)

NY

05/13/2011 - 08/22/2016

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

12/09/2005 - 11/15/2010

JNK SECURITIES CORP. (NEW YORK NY)

NY

09/12/2005 - 12/09/2005

TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)

NY

11/27/2002 - 09/12/2005

JNK SECURITIES CORP. (NEW YORK NY)

NY

08/12/2002 - 11/05/2002

BROKERAGEAMERICA, LLC (NEW YORK NY)

NY

09/20/1996 - 08/02/2002

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Patrick Michael Grady.
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