MG
MG

Michelle Therese Giegerich

6 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

Michelle operates Paradigm Partners and Paradigm Wealth Management, LLC as DBAs for her LPL business, dedicating about 10-20% of her time to each. She also provides administrative support to Paradigm Wealth Advisory LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
November 2020 - Present · 5 yrs 3 mos
LPL Financial LLC
January 2020 - Present · 6 yrs 1 mo
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
S2k Financial LLCBroker
March 2019 - January 2020 · 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.