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Bryan Kaufman

Paradigm Wealth Advisory LLC

Bridgewater, NJ

Bridgewater, NJ

CRD 7514688

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Employer firm

Paradigm Wealth Advisory LLC CRD 283120

$201M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Paradigm Wealth Advisory Llc

1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-03
TX RA APPROVED 2023-03-29
  • NJ RA
    APPROVED
    Since 2023-05-03
  • TX RA
    APPROVED
    Since 2023-03-29

Branch Locations

475 N Bridge St #201, Bridgewater, NJ 08807 • United States

1140 Highway 22 East Suite 105, Bridgewater, NJ 08807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaufman & Gumnic Llp Bridgewater NJ 01/2009 Present
  • 01/2009 → Present
    Kaufman & Gumnic Llp
    Bridgewater, NJ
Other Businesses

Self employed partner in a CPA firm that conducts tax preparation for individuals and entities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2022-01-10

View on SEC IAPD

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