Daniel Lombardozzi
Daniel Lombardozzi is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Bridgewater, NJ, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 773 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paradigm Wealth Advisory charges an annual investment advisory fee ranging from 0.25% to 1.75% of your portfolio, depending on the amount you invest, the complexity of services, and your overall relationship with Paradigm. The fee is calculated based on the market value of your portfolio at the end of the previous quarter and is paid quarterly, in advance. Fees may be negotiable. Variable annuity sub-accounts are managed without an additional advisory fee.
Location
1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (2)
Financial
July 2018Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Daniel is an independent contractor selling fixed, life, health, and property & casualty insurance, dedicating about a quarter of his time to this activity. He also owns Perennial Planning Partners, LLC, which serves as a registered branch office and insurance business, requiring nearly full-time commitment.
Employment History
Current Registrations
Paradigm Wealth Advisory LLC
LPL Financial LLCBroker
Previous Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Ashton-Clayton Financial Group, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
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.