Paradigm Wealth Advisory LLC

Paradigm Wealth Advisory LLC (CRD# 283120) is a financial advisory firm headquartered in Bridgewater, NJ. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

LA, NH, NJ, NY, PA, TX

Financial Advisors at Paradigm Wealth Advisory LLC
Showing 1 - 6 of 6 top financial advisors.
1
Doris S. Kaucher
CRD#: 1149104
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
93
Wealthminder
score

Doris Kaucher (CRD# 1149104) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 26 years of experience in the finance industry.

2
Andrew T. Koerner
CRD#: 2207442
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
93
Wealthminder
score

Andrew Koerner (CRD# 2207442) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 25 years of experience in the finance industry.

3
David W. Chenet
CRD#: 5102910
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
90
Wealthminder
score

David Chenet (CRD# 5102910) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 10 years of experience in the finance industry.

4
Warren B. Gallagher
CRD#: 2460167
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
83
Wealthminder
score

Warren Gallagher (CRD# 2460167) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 22 years of experience in the finance industry. Warren Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Deborah R. Walker
CRD#: 833928
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
83
Wealthminder
score

Deborah Walker (CRD# 833928) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 30 years of experience in the finance industry.

6
David T. Provinsal
CRD#: 3049055
1140 Highway 22 East, Suite 103, Bridgewater, NJ 08807
81
Wealthminder
score

David Provinsal (CRD# 3049055) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 17 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.