KD
CFP
KD
CFP

Konstantin Richard Danias

34 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$182.8M

Fee Structure

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Location

181 New Road, Suite 304, Parsippany, NJ, 07054

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2008
Withdrawn
Customer Dispute
May 2006
Settled
Other Business Activities

Konstantin owns Danias Financial Mgmt, LLC, dedicating about 10-20% of his time to this investment-related business. He also spends minimal time selling unused NY Yankee tickets and is a 5% owner of Sweets N Treats, LLC, and treasurer of Randolph High School Softball Booster Club, both non-investment related.

Employment History
Current Registrations
Paradigm Investment Advisory, LLC
November 2025 - Present · 3 mos
LPL Financial LLC
November 2025 - Present · 3 mos
LPL Financial LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
Prospera Financial Services, INC.
March 2008 - November 2025 · 17 yrs 8 mos
Prospera Financial Services, INC.Broker
February 2008 - November 2025 · 17 yrs 9 mos
Wachovia Securities Financial Network, LLC
May 2002 - March 2008 · 5 yrs 10 mos
Wachovia Securities Financial Network, LLCBroker
January 2001 - March 2008 · 7 yrs 2 mos
Jwgenesis Securities, INC.Broker
January 2000 - January 2001 · 1 yr
Gsg Securities, INC.Broker
January 1999 - December 1999 · 11 mos
Chatfield Dean & CO., INC.Broker
September 1998 - January 1999 · 4 mos
H.J. Meyers & CO., INC.Broker
August 1994 - October 1998 · 4 yrs 2 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
April 1991 - September 1994 · 3 yrs 5 mos
State Registrations27 states
AZCACOCTFLIAIDKSLAMAMDMINCNDNJNMNVNYOHOKPASCTNTXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Konstantin Richard Danias - Financial Advisor | TrueAdvisor