Sara
Gill
Paradigm Wealth Advisory LLC
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About this Advisor
Sara Gill is a financial advisor based in Bridgewater, New Jersey with 4 years of industry experience. Gill works at Paradigm Wealth Advisory LLC. Their career trajectory has included roles at Paradigm Wealth Advisory LLC, Paradigm Wealth Management, J.P. Morgan Chase, University Of Delaware and Lpl Financial LLC. Gill has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Paradigm Wealth Advisory LLC is a company operating out of Bridgewater, NJ. It has offices in two locations and a total of 12 advisors. It has $300 million in assets across its 2,132 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 2,132 customer accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which services are offered. However, fees charged by Paradigm Wealth Advisory LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paradigm Wealth Advisory LLC Brokerage Details
$300,131,577
12
2,132
$140,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Sara Gill Work History
Sara has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Paradigm Wealth Advisory LLC
Paradigm Wealth Management
J.P. Morgan Chase
University Of Delaware
*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 Sara Gill 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
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
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