Scott William Mccaffery
Investment adviser representative at Paradigm Investment Advisory, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$425.1MFirm assets
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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
19 years in the industry.
- Paradigm Investment Advisory, LLCFeb 2026 to now
- LPL Financial LLCFeb 2026 to now
- Warren Wealth AssociatesFeb 2016 to Feb 2026
- Commonwealth Financial NetworkSep 2007 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Paradigm Investment Advisory, LLC
$425.1MAssets managed
645Clients
9Advisers
1 yearIn 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
- 4934766
- Firm CRD
- 334370