Paradigm Consulting, Inc.

Paradigm Consulting, Inc. (CRD# 144990) is a financial advisory firm headquartered in Utica, NY. They manage $87,564,566 in 376 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $232,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, NY, OH, PA, TX

Financial Advisors at Paradigm Consulting, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Janice P. Williams
CRD#: 1901772
133 Business Park Drive, Utica, NY 13502
96
Wealthminder
score

Janice Williams (CRD# 1901772) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 29 years of experience in the finance industry.

2
Gary G. Casab
CRD#: 2887178
133 Business Park Drive, Utica, NY 13502
93
Wealthminder
score

Gary Casab (CRD# 2887178) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 20 years of experience in the finance industry.

3
Amy L. Mielnicki
CRD#: 2105349
133 Business Park Drive, Utica, NY 13502
93
Wealthminder
score

Amy Mielnicki (CRD# 2105349) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 26 years of experience in the finance industry.

4
Laurie A. Schoen
CRD#: 2105347
133 Business Park Drive, Utica, NY 13502
93
Wealthminder
score

Laurie Schoen (CRD# 2105347) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 26 years of experience in the finance industry.

5
Sarah A. Militano
CRD#: 6062414
133 Business Park Drive, Utica, NY 13502
90
Wealthminder
score

Sarah Militano (CRD# 6062414) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 5 years of experience in the finance industry.

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