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CFP
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CFP

Konstantin Danias

Paradigm Investment Advisory, LLC
35 Years of Experience
Parsippany, NJ
2 DisclosuresBroker
View SEC Summary
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Konstantin Danias is a CFP-designated registered investment advisor at Paradigm Investment Advisory, LLC, based in Parsippany, NJ, with 35 years of industry experience. Konstantin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 645 clients with $430M in assets under management.

Paradigm Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
645 clients
Average Client Portfolio
$659K average
Assets Under Management
$425.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

181 New Road, Suite 304, Parsippany, NJ, 07054-5625

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2008
Withdrawn
Customer Dispute
May 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Konstantin owns Danias Financial Mgmt, LLC, dedicating about 10-20% of his time to this investment-related business. He also spends minimal time selling unused NY Yankee tickets and is a 5% owner of Sweets N Treats, LLC, and treasurer of Randolph High School Softball Booster Club, both non-investment related.

Employment History
Current Registrations
Paradigm Investment Advisory, LLC
November 2025 - Present · 11 mos
LPL Financial LLCBroker
November 2025 - Present · 11 mos
LPL Financial LLC
November 2025 - Present · 11 mos
Previous Registrations
Prospera Financial Services, INC.
March 2008 - November 2025 · 17 yrs 8 mos
Prospera Financial Services, INC.Broker
February 2008 - November 2025 · 17 yrs 9 mos
Wachovia Securities Financial Network, LLC
May 2002 - March 2008 · 5 yrs 10 mos
Wachovia Securities Financial Network, LLCBroker
January 2001 - March 2008 · 7 yrs 2 mos
Jwgenesis Securities, INC.Broker
January 2000 - January 2001 · 1 yr
Gsg Securities, INC.Broker
January 1999 - December 1999 · 11 mos
Chatfield Dean & CO., INC.Broker
September 1998 - January 1999 · 4 mos
H.J. Meyers & CO., INC.Broker
August 1994 - October 1998 · 4 yrs 2 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
April 1991 - September 1994 · 3 yrs 5 mos
State Registrations28 states
AZCACOCTFLIAIDILKSLAMAMDMINCNDNJNMNVNYOHOKPASCTNTXVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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