Paradigm Wealth Advisory LLC

Paradigm Wealth Advisory LLC (CRD# 283120) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $356,126,149 in 2,137 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    2,137
    ACCOUNTS
  • Average Account Value
    $166,648
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Paradigm Wealth Advisory LLC
Showing 1 - 10 of 12 top financial advisors.
1
Laurence M. Braunstein
CRD#: 1220577
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

Laurence Braunstein (CRD# 1220577) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 40 years of experience in the finance industry.

2
Sara K. Gill
CRD#: 6613484
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

Sara Gill (CRD# 6613484) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 6 years of experience in the finance industry.

3
Kevin D. Korondi
CRD#: 5230107
1 Mill Ridge Lane, Suite 100b, Chester, NJ 07930

Kevin Korondi (CRD# 5230107) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Chester, NJ and has over 17 years of experience in the finance industry.

4
John A. Naphor
CRD#: 2036600
1 Mill Ridge Lane, Suite 100b, Chester, NJ 07930

John Naphor (CRD# 2036600) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Chester, NJ and has over 20 years of experience in the finance industry.

5
David T. Provinsal
CRD#: 3049055
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

David Provinsal (CRD# 3049055) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 23 years of experience in the finance industry.

6
Susan M. Davies
CRD#: 6085075
30 Tower Lane, Suite 140, Avon, CT 06001

Susan Davies (CRD# 6085075) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Avon, CT and has 1 year of experience in the finance industry.

7
Michelle T. Giegerich
CRD#: 7056921
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

Michelle Giegerich (CRD# 7056921) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 5 years of experience in the finance industry.

8
Ryan P. Grady
CRD#: 7328614
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

Ryan Grady (CRD# 7328614) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 4 years of experience in the finance industry.

9
Bryan Kaufman
CRD#: 7514688
475 N Bridge St, #201, Bridgewater, NJ 08807

Bryan Kaufman (CRD# 7514688) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 2 years of experience in the finance industry.

10
Mark L. Perez
CRD#: 6864609
1140 Highway 22 East, Suite 105, Bridgewater, NJ 08807

Mark Perez (CRD# 6864609) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 4 years of experience in the finance industry.

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