Konstantin Danias
Konstantin Danias is a CFP-designated registered investment advisor at Paradigm Investment Advisory, LLC, based in Bridgewater, NJ, with 34 years of industry experience. Konstantin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paradigm Investment Advisory charges a percentage of your assets under management. The specific percentage is negotiable and depends on factors like the size of your account, the complexity of your investments, and the services you need. The fee is paid either monthly or quarterly. If you end the relationship, you'll receive a refund of any unearned fees.
Location
1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2008Customer Dispute
May 2006Other 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
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Jwgenesis Securities, INC.Broker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.