Patrick A Mccrindle
Investment adviser representative at Laurel Oak Wealth Management, LLC
9 yearsExperience
1 stateRegistered in
$1.4BFirm assets
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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Laurel Oak Wealth Management, LLCJul 2025 to now
- Ameriprise Financial Services, LLCApr 2025 to Jul 2025
- Private Advisor Group, LLCOct 2021 to Apr 2025
- LPL Financial, LLCJun 2021 to Apr 2025
- Sgi Wealth ManagementSep 2020 to Jun 2021
- Rutgers School of BusinessSep 2019 to May 2021
- Camden County CollegeSep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Laurel Oak Wealth Management, LLC
$1.4BAssets managed
4,662Clients
14Advisers
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
- 7321719
- Firm CRD
- 336824