Grady Ogara
Professional Summary
Grady Ogara, who also goes by Grady Daniel O'gara, Grady Daniel Ogara, Grady Ogara, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Grady Daniel O'gara, Grady Daniel Ogara, Grady Ogara
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
PERIGEE SECURITIES LP
Contact Information
Main Address
1990 Main Street Ph 11, Sarasota, FL 34236Mailing Address
1990 Main Street Ph 11, Sarasota, FL 34236Phone Number
(941) 955-0929Established
Delaware since 06/28/2002Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (33 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STROBEL INVESTMENTS LP | LIMITED PARTNER | — |
| PERIGEE GROUP LLC | GENERAL PARTNER | — |
| STROBEL, GEORGE LEWIS II | DESIGNATED PRINCIPAL/FINOP/CCO | 2654327 |
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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.
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State Registrations and Notice Filings
(8/27/2024)
(3/4/2025)
(8/27/2024)
(10/31/2024)
(10/10/2024)
(10/31/2024)
(11/25/2024)
(8/26/2024)
(11/15/2024)
(8/27/2024)
(8/29/2024)
(8/26/2024)
(8/26/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jul 2008SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Grady Ogara's CRS (Customer Relationship Summary).
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