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Patrick Ryan O'Connell

Laureate Wealth Management, LLC

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About Patrick Ryan O'Connell

Patrick Ryan O'Connell is an Investment Advisor Representative with Laureate Wealth Management, LLC. Patrick is registered to provide investment advice in Illinois and has been in the industry since January 2020. Patrick holds the Series 65 and SIE exams. Patrick specializes in providing financial planning, investment management for individuals, and portfolio management for pooled investment vehicles. Patrick’s current employment with Laureate Wealth Management began in January 2020. Prior to joining Laureate Wealth Management, Patrick worked at The Home Depot, Wheaton College, and was a student.

Firm Information

Patrick O'Connell is currently registered with Laureate Wealth Management, LLC. Laureate Wealth Management, LLC is an investment advisor with approximately $80 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Laureate Wealth Management serves high-net-worth individuals, pooled investment vehicles, and other individuals.

$80.02M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick O'Connell’s Registration & Firm History

IL

05/05/2020 - Present

Laureate Wealth Management, LLC (GLEN ELLYN IL)

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Licenses & Designations

IA

Issued 05/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Ryan O'Connell.
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