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Emily Elizabeth Stewart

Investment adviser representative at Paradigm Wealth Advisory LLC
10 yearsExperience
8 statesRegistered 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

10 years in the industry.

  1. Paradigm Wealth Advisory LLCJun 2026 to now
  2. LPL Financial LLCJun 2026 to now
  3. The Vanguard Group, Inc.Jul 2025 to Jun 2026
  4. Vanguard Marketing CorporationJul 2025 to Jun 2026
  5. Grant Thornton Advisors, LLCJan 2025 to Jul 2025
  6. J Scott CateringAug 2024 to Dec 2024
  7. Iona UniversityAug 2023 to Aug 2024
  8. Grant Thornton, LLPJun 2023 to Aug 2023
  9. Iona UniversityAug 2022 to May 2023
  10. Grant Thornton, LLPJun 2022 to Aug 2022
  11. Iona UniversityAug 2021 to May 2022
  12. Battlefin EnsembleJun 2021 to Aug 2021
  13. Sit. Stay. Spa.Dec 2020 to Jan 2021
  14. Iona UniversityAug 2020 to May 2021
  15. Sit. Stay. Spa.Jun 2020 to Aug 2020
  16. Iona UniversityAug 2019 to May 2020
  17. Evolve Ip, LLCJun 2019 to Aug 2019
  18. Harriton High SchoolSep 2018 to Jun 2019
  19. Lawrence Park Swim ClubJun 2018 to Aug 2018
  20. Harriton High SchoolSep 2017 to Jun 2018
  21. Lawrence Park Swim ClubJun 2017 to Aug 2017
  22. Harriton High SchoolSep 2016 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 8 states (FL, MA, NC, NJ, NY, PA, TX, VA).

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
8111434
Firm CRD
283120
Advisor's SEC record (opens in a new tab)
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