Paul James O'Grady

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #5759038Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

16 yrs

States Registered

3 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 3 states

ArizonaFloridaGeorgia

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 3/17/2010

Series 6TO

Investment Company Products/Variable Contracts Representative Examination

Passed 4/19/2022

SIE

Securities Industry Essentials Examination

Passed 3/29/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

ACCURATE WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AAG CAPITAL, INCCurrent

4/19/2022 – Wesley Chapel, FL

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul James O'Grady has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.