Paradigm Financial Partners LLC
Legal Name: PARADIGM FINANCIAL PARTNERS, LLC
Full Contact Details
Paradigm Financial Partners LLC
315 POST ROAD WEST, WESTPORT, CT
(203) 221-3085
(203) 221-3087
Other Info
Paradigm Financial Partners LLC is a DE Limited Liability Company with 18 employees, including 5 in advisory roles. Although the number of clients served is unknown, their SEC status is listed as Approved, with a registration date of Feb 9, 2018.
Paradigm Financial Partners
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
Direct Owners
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CAROL ANN ROBERTSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID GRAD HALPER
MANAGING PARTNER owns less than 5%
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LEE SCOTT RAWISZER
MANAGING PARTNER owns less than 5%
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PARADIGM FINANCIAL HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
Indirect Owners
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DAVID GRAD HALPER
OWNER owns more than 25% but less than 50%
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LEE SCOTT RAWISZER
OWNER owns more than 25% but less than 50%