Ryan
Grady

Paradigm Wealth Advisory LLC

CRD#7328614
Investment Advisor
in Bridgewater, NJ

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About this Advisor

Ryan Grady is a financial advisor working in Bridgewater, New Jersey with a total of 2 years of industry experience. Grady is an advisor for Paradigm Wealth Advisory LLC. Grady has gained experience at Paradigm Wealth Advisory, LLC, Crossfit Klew, East Coast Conditioning and Attitude Nation, Inc. Grady holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in New Jersey. Paradigm Wealth Advisory LLC is a business operating out of Bridgewater, NJ. It has offices in two locations and a total of 12 financial advisors. It has $300 million in assets under management between its 2,132 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises two charitable organizations. Of its 2,132 client accounts, 16% belong to high-net-worth investors who have greater than $1 million in assets. Paradigm Wealth Advisory LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the financial services. Fees billed by Paradigm Wealth Advisory LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1140 Highway 22 East Suite 105
Bridgewater, NJ 08807

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Paradigm Wealth Advisory LLC Brokerage Details

Total Assets Under Management

$300,131,577

NJ Average: $10,121,009,343
Total Number of Employees

12

NJ Average: 92
Total Number of Accounts

2,132

NJ Average: 6,978
Average Account Size

$140,775

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Grady Work History

Ryan has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Paradigm Wealth Advisory, LLC

2014 - 2019 (5 years)

Crossfit Klew

2013 - 2014 (1 year)

East Coast Conditioning

2013 - 2013 (< 1 year)

Attitude Nation, Inc

*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 Ryan Grady 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 Wealth Advisory LLC

Ryan Grady
Bridgewater, NJ
Michelle Giegerich
Bridgewater, NJ
Laurence Braunstein
Bridgewater, NJ
Justin Steele
Bridgewater, NJ
John Provinsal
Bridgewater, NJ
David Provinsal
Bridgewater, NJ
Sara Gill
Bridgewater, NJ
Bryan Kaufman
Bridgewater, NJ

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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