David
Halper

Paradigm Financial Partners, LLC

CRD#2029654
Investment Advisor
in Westport, CT

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About this Advisor

David Halper is a chartered financial consultant who works out of Westport, Connecticut with 5 years of relevant experience. Halper is an advisor for Paradigm Financial Partners, LLC. Over the course of their career, Halper has held roles at Pfp Insurance Group, Halper-Rawiszer Financial Group, Partners Securities, Inc, Nfp Securities, Inc, Kestra Financial Services, Inc, Purshe Kaplan Sterling Investments, Inc and Paradigm Financial Group, LLC. Halper holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Paradigm Financial Partners, LLC is a financial advisory company that has its headquarters in Westport, CT. It manages $614 million in assets under management between its 898 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 898 customer accounts, 49% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services are provided. Fee types billed by Paradigm Financial Partners, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

315 Post Road West
Westport, CT 06880

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Paradigm Financial Partners, LLC Brokerage Details

Total Assets Under Management

$613,557,563

CT Average: $5,297,377,271
Total Number of Employees

17

CT Average: 35
Total Number of Accounts

898

CT Average: 690
Average Account Size

$683,249

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Halper Work History

David has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Purshe Kaplan Sterling Investments, Inc

2018 - Present (6 years)

Paradigm Financial Group, LLC

1988 - Present (36 years)

Pfp Insurance Group

2016 - 2018 (2 years)

Kestra Financial Services, Inc

1997 - 2016 (19 years)

Partners Securities, Inc

1997 - 2016 (19 years)

Nfp Securities, Inc

1989 - 2014 (25 years)

Halper-Rawiszer Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Halper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Paradigm Financial Partners, LLC

Traci Saxon
Westport, CT
Greg Re
Stamford, CT
Lee Rawiszer
Westport, CT
Paul Volpe
Westport, CT
David Halper
Westport, CT
Edward Schechter
Stamford, CT
Ervin Braun
Old Greenwich, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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