Unclaimed Profile

Laurie Ann Schoen

PARADIGM CONSULTING, INC.·UTICA, New York

SIE, Series 6, Series 7, Series 63, Series 65Clean record35 years registeredPARADIGM CONSULTING, INC.

133 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 2105347Firm CRD# 144990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laurie Ann Schoen · UTICA, NY

Registration

CRD #2105347 · PARADIGM CONSULTING, INC. · 35 years registered

Brand Profile

Not yet started

Career History

EMPIRE RETIREMENT PLANS, LLC

Mar 2025 – present

PARADIGM CONSULTING, INC.

May 2024 – present

OSAIC WEALTH, INC.

Dec 2019 – present

OSAIC WEALTH, INC.

Nov 1990 – present

D'ARCANGELO FINANCIAL GROUP, LLC

Apr 2014 – Dec 2015

UTICA, NY

PARADIGM CONSULTING, INC.

Jan 2008 – Mar 2024

UTICA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 14, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARADIGM CONSULTING, INC.

CRD 144990 · SEC 801-68347

AUM

$6M

Regulatory assets under management

Employees

1 client accounts

Services offered by PARADIGM CONSULTING, INC.

Per Form ADV

Publication of periodicals/newsletters

View all advisors at PARADIGM CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Laurie Ann Schoen offer?

Laurie Ann Schoen is a registered financial advisor in UTICA, New York. Contact their office for details on services offered.

What are Laurie Ann Schoen's credentials?

Laurie Ann Schoen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laurie Ann Schoen located?

Laurie Ann Schoen is based in UTICA, New York, working with PARADIGM CONSULTING, INC.. Their office serves clients in the UTICA metropolitan area and surrounding communities.

How does Laurie Ann Schoen charge for services?

Laurie Ann Schoen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARADIGM CONSULTING, INC.?

PARADIGM CONSULTING, INC. has approximately 4 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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