Andrew Koltunowicz
Investment adviser representative at Paradigm Investment Advisory, LLC
10 yearsExperience
1 stateRegistered in
$425.1MFirm assets
1 yearFirm 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
10 years in the industry.
- Paradigm Investment Advisory, LLCNov 2025 to now
- LPL Financial LLCJan 2025 to now
- Macquarie Investment Management Business TrustApr 2020 to Dec 2024
- Delaware InvestmentsOct 2016 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2017
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
- 6099848
- Firm CRD
- 334370