Daniel Joseph Lombardozzi
Investment adviser representative at Paradigm Wealth Advisory LLC
18 yearsExperience
1 stateRegistered in
$201.2MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Paradigm Wealth Advisory LLCFeb 2026 to now
- LPL FinancialFeb 2026 to now
- Garden State Securities, Inc.Mar 2019 to Feb 2026
- First Allied Advisory Services, Inc.Jul 2012 to Feb 2019
- First Allied Securities, Inc.Dec 2008 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Paradigm Wealth Advisory LLC
$201.2MAssets managed
283Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3190741
- Firm CRD
- 283120