AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AK

Andrew N. Koltunowicz

PARADIGM INVESTMENT ADVISORY
BRIDGEWATER, NJ 08807
Some features on this profile are disabled
CRD#: 6099848
AK

Professional summary

Andrew Nmn Koltunowicz, who also goes by Andrew Nmn Koltunowicz, is a registered financial advisor currently at PARADIGM INVESTMENT ADVISORY, LLC located in Bridgewater, New Jersey and LPL FINANCIAL LLC located in Bridgewater, New Jersey.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Andrew has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Nmn Koltunowicz

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Nmn Koltunowicz'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®
None

Experience

Current

December 3, 2025 - Present

PARADIGM INVESTMENT ADVISORY, LLC

Office #1: 1140 Us 22 East Suite 105, Bridgewater, NJ 08807
RIA
CRD#: 334370
BRIDGEWATER, NJ
Current

January 24, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1140 Highway 22 East, #103, Bridgewater, NJ 08807
RIA
BD
CRD#: 6413
Bridgewater, NJ
Past

April 20, 2020 - January 2, 2025

NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST

RIA
CRD#: 105390
PHILADELPHIA, PA
Past

January 18, 2017 - April 20, 2020

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA
CRD#: 152237
PHILADELPHIA, PA
Past

October 11, 2016 - January 2, 2025

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

April 17, 2014 - October 3, 2016

DESTRA CAPITAL INVESTMENTS LLC

BD
CRD#: 148299
BOZEMAN, MT
Past

October 8, 2012 - April 10, 2014

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

August 22, 2012 - April 10, 2014

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ

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
New Jersey
(1/24/2025)
IAR
New Jersey
(12/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2012
General Securities Representative Examination
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
7

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 (1/29/2026)

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#: 334370Bridgewater, NJ 08807

TRUST BUT VERIFY

Monitor Andrew Koltunowicz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Sungmin Park
Sungmin ParkAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Florham Park, NJ
Shivam S Mittal
Shivam MittalAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Summit, NJ
Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
Summit, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.