PO
Paul J. O'grady
ACCURATE WEALTH MANAGEMENT
Tampa, FL 33618
Some features on this profile are disabled
CRD#: 5759038
PO
Professional summary
Paul James O'grady is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Tampa, Florida and AAG CAPITAL, INC located in Tampa, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Paul has worked at 5 firms and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
O'Grady Investment Properties 1, LLC,9/15/2011, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 O'Grady Investment Properties 2, LLC,9/23/2011, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 PGR Holdings, LLC,1/20/2006, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Carson Street Properties, LLC,9/20/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Carson NFP, LLC,12/16/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Seven Oaks Plaza, LLC,10/24/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 PHK Properties, LLC,9/10/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 DO Capital Grp, LLC,10/8/2014, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Clean Juice, LLC DBA Juice Life,8/25/2016, Food & Beverage Retail Storefront,VP, not actively managing, profits of the LLC,0%, 14818 Lake Magdalene Circle Tampa, FL 33613 uShipIt, LLC,7/10/2018, Shipping,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Go Hawk Racing, LLC,5/9/2018, Racing,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 335441 Paul O'Grady, 9/21/2018, Real Estate,Owner, not actively managing profits from the Plaza,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Accurate Wealth Management, LLC,7/21/2014, Pending RIA,Member, Sales, profits of the LLC,0%, 2211 Ash Member; Medical Funding Solutions, LLC; Investment Related:No; Loc:2211 Ashley Oaks Cir, Wesley Chapel, FL 33544; Desc of the business:Funding medical solutions; Responsibilities Duties:Passive member; Start date:2019-08-26; Hrs devoted outside trading hrs:2; % total yearly comp:5 Member; Funding Partner, LLC; Investment Related:No; Loc:2211 Ashley Oaks Cir, Wesley Chapel, FL 33544; Desc of the business:Funding partners; Responsibilities Duties:Passive member; Start date:2019-08-26; Hrs devoted to outside trading hrs:2; % total yearly comp:5 Member; PTJMP Investments, LLC; Investment related:Yes; Loc:1005 TARAY DE AVILA, TAMPA, FL, 33613; Desc of the business:PTJMP Investments; Responsibilities Duties:Owner; Start date:2020-01-23; Hrs devoted to business outside trading hrs:2; % total yearly comp:5 Dir of Investment Strategy; Accurate Sports Management, LLC; Investment Related:Yes; Loc:2211 ASHLEY OAKS CIR, WESLEY CHAPEL, FL, 33544; Desc of the business:FULL SERVICE SPORTS AGENCY FOCUSED ON PLAYER DEVELOPMENT; Responsibilities Duties:Come up with different investment strategies; Start date:2019-01-23; Hrs devoted outside trading hrs:2; % total yearly comp:5 Member; American Life Care Planning, LLC; Investment Related:Yes; Location:13907 CARROLLWOOD VILLAGE RUN TAMPA, FL 33618; Desc of the business:Life Care Planning; Responsibilities Duties:Passive owner; Start date:2019-06-12; Hrs devoted outside trading hrs:2; % total yearly comp:5 SURG-ASSIST MEDICAL COLLECTIONS SPV 1, LLC, medical receivables funding. owner, 10-20 hrs./mo, non investment related, Wesley Chapel, FL Sr. Wealth Advisor & Owner; Accurate Advisory Group Inc; Investment Related:No; Loc:2211 Ashley Oaks Cir Wesley Chapel, FL 33544; Desc of the business:Insurance agency; Responsibilities Duties:Insurance agent; Start date:2015-02-01; Hrs business outside trading hrs:2; % total yearly comp:5 AAG Capital Holdings - Member/Owner since 7/2020 AAG Capital Inc. - Member/Owner since 1/2021
CRS (Client Relationship Summary) - RIA
Click below to view Paul James O'grady's 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®
NoneExperience
Current
November 8, 2018 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 13915 Carrollwood Village Run, Tampa, FL 33618Office #2: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Tampa, FL
Current
April 19, 2022 - Present
AAG CAPITAL, INC
Office #1: 13915 Carrollwood Village Run, Tampa, FL 33618Office #2: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Tampa, FL
Past
March 21, 2018 - March 2, 2020
TRUADVICE LLC
RIA
CRD#: 292482
WESLEY CHAPEL, FL
Past
February 10, 2015 - May 11, 2015
ACCURATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 172966
WEST CHAPPEL, FL
Past
May 14, 2010 - March 29, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
WESLEY CHAPEL, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
IAR
Arizona(1/10/2025)
IAR
Florida(11/8/2018)
RR
Florida(4/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/19/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
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
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Tampa, FL 33618TRUST BUT VERIFY
Monitor Paul O'grady
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
