Paragon Financial Advisors

Paragon Financial Advisors (CRD# 133856) is a financial advisory firm headquartered in Newton, MA. They manage $44,000,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • 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.


Financial Advisors at Paragon Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
Dana J. Levit
CRD#: 4551389
1150 Walnut St, Newton, MA 02461

Dana Levit (CRD# 4551389) is an Investment Advisor Representative working at Paragon Financial Advisors in Newton, MA and has over 17 years of experience in the finance industry. Dana Levit 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.

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