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David Timothy Provinsal

PARADIGM WEALTH ADVISORY LLC·BRIDGEWATER, New Jersey
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1140 HIGHWAY 22 EAST, BRIDGEWATER, NJ 08807CRD# 3049055Firm CRD# 283120
01

About

David Timothy Provinsal is a registered financial advisor based in BRIDGEWATER, New Jersey, affiliated with PARADIGM WEALTH ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PARADIGM WEALTH ADVISORY LLC
PARADIGM WEALTH ADVISORY LLC
AUM
$356M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PARADIGM WEALTH ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3049055
Firm CRD# 283120
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Timothy Provinsal offer?
David Timothy Provinsal specializes in Financial Planning, Investment Management. Contact their office in BRIDGEWATER, New Jersey for a consultation.
What are David Timothy Provinsal's credentials?
David Timothy Provinsal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Timothy Provinsal located?
David Timothy Provinsal 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 Timothy Provinsal charge for services?
David Timothy Provinsal'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.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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