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Grady D. Ogara

PERIGEE SECURITIES LP
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 5169239
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Professional summary

Grady Daniel Ogara, who also goes by Grady Daniel O'gara, Grady Daniel Ogara, Grady Ogara, is a registered financial professional currently at PERIGEE SECURITIES LP located in Sarasota, Florida.

Grady is registered as a RR (Registered Representative) and started their career in finance in 2007. Grady has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Grady Daniel O'gara | Grady Daniel Ogara | Grady Ogara

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Grady Daniel Ogara's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 26, 2024 - Present

PERIGEE SECURITIES LP

Office #1: 1990 Main Street Ph 11, Sarasota, FL 34236
BD
CRD#: 123210
SARASOTA, FL
Past

February 2, 2024 - August 13, 2024

BIP WEALTH, LLC

RIA
CRD#: 143208
ATLANTA, GA
Past

January 23, 2023 - August 23, 2023

ROCKEFELLER FINANCIAL LLC

RIA
CRD#: 291361
ATLANTA, GA
Past

January 3, 2023 - August 23, 2023

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
ATLANTA, GA
Past

March 27, 2014 - June 15, 2015

SENVEST INTERNATIONAL L.L.C.

BD
CRD#: 45974
NEW YORK, NY
Past

December 5, 2007 - July 1, 2011

KEEFE, BRUYETTE & WOODS, INC.

BD
CRD#: 481
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/27/2024)
RR
Colorado
(3/4/2025)
RR
Connecticut
(8/27/2024)
RR
Delaware
(10/31/2024)
RR
Florida
(10/10/2024)
RR
Georgia
(10/31/2024)
RR
Illinois
(11/25/2024)
RR
Kansas
(8/26/2024)
RR
Maryland
(11/15/2024)
RR
Massachusetts
(8/27/2024)
RR
North Carolina
(8/29/2024)
RR
Ohio
(8/26/2024)
RR
Texas
(8/26/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/14/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/23/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/15/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 7/1/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/4/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PERIGEE SECURITIES LP
PERIGEE SECURITIES LP

CRD#: 123210 / SEC#: , 8-65574

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1990 Main Street Ph 11, Sarasota, FL 34236
Mailing Address
1990 Main Street Ph 11, Sarasota, FL 34236
Phone number
(941) 955-0929
Established
Delaware since 06/28/2002
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STROBEL INVESTMENTS LPLIMITED PARTNER
PERIGEE GROUP LLCGENERAL PARTNER
STROBEL, GEORGE LEWIS IIDESIGNATED PRINCIPAL/FINOP/CCO2654327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PERIGEE SECURITIES LP

CRD#: 123210Sarasota, FL 34236

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