Patrick Ryan O'connell
Investment adviser representative at Laureate Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$121.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Laureate Wealth Management, LLCJan 2020 to now
- The Home DepotMay 2016 to Jan 2020
- Wheaton CollegeAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
Laureate Wealth Management, LLC
$121.9MAssets managed
39Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7250822
- Firm CRD
- 172519