SG
SG

Sara K Gill

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
773 clients
Average Client Portfolio
$606K average
Assets Under Management
$468.3M

Fee Structure

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Location

1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sara operates under Paradigm Partners as a DBA for LPL business, dedicating about 10-20% of her time. She also provides administrative services through Paradigm Wealth Advisory, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
May 2019 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
August 2017 - Present · 8 yrs 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.