AdvisorOS Directory
Claim Profile
Unclaimed Profile
DG

David Paul Giegerich

PARADIGM WEALTH ADVISORY LLC·BRIDGEWATER, New Jersey
SIE, Series 7, Series 63PARADIGM WEALTH ADVISORY LLC
1140 HIGHWAY 22 EAST, BRIDGEWATER, NJ 08807CRD# 2795115Firm CRD# 283120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Paul Giegerich · BRIDGEWATER, NJ
Registration
CRD #2795115 · PARADIGM WEALTH ADVISORY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
PARADIGM WEALTH ADVISORY LLC
CRD 283120 · SEC 801-107403
AUM
$356M
Regulatory assets under management
Employees
16
2,137 client accounts
Services offered by PARADIGM WEALTH ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PARADIGM WEALTH ADVISORY LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BRIDGEWATER?

Browse all registered financial advisors in BRIDGEWATER, New Jersey or claim this profile if it's yours.

Browse BRIDGEWATER AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does David Paul Giegerich offer?
David Paul Giegerich specializes in Financial Planning, Investment Management. Contact their office in BRIDGEWATER, New Jersey for a consultation.
What are David Paul Giegerich's credentials?
David Paul Giegerich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Giegerich located?
David Paul Giegerich is based in BRIDGEWATER, New Jersey, working with PARADIGM WEALTH ADVISORY LLC. Their office serves clients in the BRIDGEWATER metropolitan area and surrounding communities.
How does David Paul Giegerich charge for services?
David Paul Giegerich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARADIGM WEALTH ADVISORY LLC?
PARADIGM WEALTH ADVISORY LLC has approximately 16 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PARADIGM WEALTH ADVISORY LLC

David Timothy Provinsal
BRIDGEWATER, NJ

More Advisors in BRIDGEWATER, New Jersey

James Frederick Grehl
INSIGHT PRIVATE ADVISORS, LLC·BRIDGEWATER, NJ
Harry W Tillman
INSIGHT PRIVATE ADVISORS, LLC·BRIDGEWATER, NJ
Lori Magliochetti Renzulli
HARDING LOEVNER LP·BRIDGEWATER, NJ
Jared Richard Tramutola
HARDING LOEVNER LP·BRIDGEWATER, NJ
Michael Collins Macchiarola
OLDEN LANE ADVISORS LLC·BRIDGEWATER, NJ
Neil Jay Sacks
SACKS & ASSOCIATES, LLC·BRIDGEWATER, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile