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KD

Konstantin R. Danias

PARADIGM INVESTMENT ADVISORY
Parsippany, NJ 07054
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CRD#: 2128548
KD

Professional summary


Konstantin Richard Danias, CFP®, who also goes by Bob Danias, K. Bob Danias, is a registered financial advisor currently at PARADIGM INVESTMENT ADVISORY, LLC located in Parsippany, New Jersey and LPL FINANCIAL LLC located in Parsippany, New Jersey.

Konstantin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Konstantin has worked at 10 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Danias | K. Bob Danias

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 09/2025 - Health Insurance - Non-Variable Insurance - Investment Related - 0.01 Hour(s)/Month - 0 Hour(s) During Trading - Randolph, NJ 07869 - OBA Start Date: 01/01/2020 2. 09/2025 - Danias Financial Management - DBA for LPL Business (entity for LPL business) - Investment Related - 85 Hour(s)/Month - 0 Hour(s) During Trading - Randolph, NJ 07869 - OBA Start Date: 10/13/2025

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Konstantin Richard Danias's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2012

Experience


Current

November 7, 2025 - Present

PARADIGM INVESTMENT ADVISORY, LLC

Office #1: 181 New Road Suite 304, Parsippany, NJ 07054
RIA
CRD#: 334370
Parsippany, NJ
Current

November 4, 2025 - Present

LPL FINANCIAL LLC

Office #1: 181 New Rd Ste 304, Parsippany, NJ 07054
RIA
BD
CRD#: 6413
PARSIPPANY, NJ
Past

March 18, 2008 - November 4, 2025

PROSPERA FINANCIAL SERVICES, INC.

RIA
CRD#: 10740
Parsippany, NJ
Past

February 29, 2008 - November 4, 2025

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
Parsippany, NJ
Past

May 23, 2002 - March 3, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WOODBRIDGE, NJ
Past

January 2, 2001 - March 3, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
WOODBRIDGE, NJ
Past

January 3, 2000 - January 2, 2001

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

January 4, 1999 - December 31, 1999

JWGENESIS FINANCIAL GROUP, INC

BD
CRD#: 38166
BOCA RATON, FL
Past

September 21, 1998 - January 4, 1999

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

August 19, 1994 - October 5, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

August 5, 1994 - August 19, 1994

WESTFIELD FINANCIAL CORPORATION

BD
CRD#: 8143
NEW YORK, NY
Past

April 22, 1991 - September 15, 1994

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PARADIGM INVESTMENT ADVISORY, LLC
PARADIGM ADVISOR GROUP, LLC | PARADIGM INVESTMENT ADVISORY, LLC

CRD#: 334370 / SEC#: 801-131802

RIA
Registered Investment Advisory firm - (1/10/2025 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/4/2025)
RR
California
(11/4/2025)
RR
Colorado
(11/4/2025)
RR
Connecticut
(11/4/2025)
RR
Florida
(11/4/2025)
RR
Kansas
(11/4/2025)
RR
Louisiana
(11/4/2025)
RR
Maryland
(11/4/2025)
RR
Massachusetts
(11/5/2025)
RR
Michigan
(11/4/2025)
RR
Nevada
(11/4/2025)
RR
New Jersey
(11/4/2025)
IAR
New Jersey
(11/7/2025)
RR
New Mexico
(11/4/2025)
RR
New York
(11/4/2025)
RR
North Carolina
(11/4/2025)
RR
North Dakota
(11/4/2025)
RR
Ohio
(11/4/2025)
RR
Oklahoma
(11/5/2025)
RR
Pennsylvania
(11/12/2025)
RR
South Carolina
(11/4/2025)
RR
Tennessee
(11/4/2025)
RR
Texas
(11/4/2025)
RR
Virginia
(11/4/2025)
RR
West Virginia
(11/4/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PI
PARADIGM INVESTMENT ADVISORY, LLC
PARADIGM ADVISOR GROUP, LLC | PARADIGM INVESTMENT ADVISORY, LLC

CRD#: 334370 / SEC#: 801-131802

RIA
Registered Investment Advisory firm - (1/10/2025 Approved)
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Contact information


Main Address
1140 Us 22 East Suite 105, Bridgewater, NJ 08807
Mailing Address
Phone number
(908) 450-7402
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (43 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PAG DISCLOSURE BROCHURE AND WRAP BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts153
AUM (Assets Under Management)$ 182,812,046

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARADIGM INVESTMENT ADVISORY, LLC

CRD#: 334370Parsippany, NJ 07054

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