MG
Michelle T. Giegerich
PARADIGM WEALTH ADVISORY LLC
Dublin, PA 18917
Some features on this profile are disabled
CRD#: 7056921
MG
Professional summary
Michelle Therese Giegerich, who also goes by Michelle Therese Guerin, is a registered financial advisor currently at PARADIGM WEALTH ADVISORY LLC located in Dublin, Pennsylvania and LPL FINANCIAL LLC located in Doylestown, Pennsylvania.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Michelle has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Therese Guerin
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) 02/12/2025 - Paradigm Partners - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date:01/02/2025 - 18 Hrs/Mth - 18 Hrs During Trading. 2) 03/16/2020 - Paradigm Wealth Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - PikePerkasie, PA - Start Date:01/20/2020 - 180 Hrs/Mth - 180 Hrs During Trading.I provide administrative support to Paradigm Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in Jan 2020 I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 03/10/2020 - Paradigm Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:01/01/2020 - 180 Hrs/Mth - 180 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Therese Giegerich's 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®
NoneExperience
Current
November 6, 2020 - Present
PARADIGM WEALTH ADVISORY LLC
Office #1: 391 W Dublin Pike, Dublin, PA 18917RIA
CRD#: 283120
Dublin, PA
Current
January 17, 2020 - Present
LPL FINANCIAL LLC
Office #1: 601 Farm Lane, Doylestown, PA 18901RIA
BD
CRD#: 6413
Doylestown, PA
Past
March 26, 2019 - January 7, 2020
S2K FINANCIAL LLC
BD
CRD#: 248786
ORLANDO, FL
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".
PW
PARADIGM WEALTH ADVISORY LLC
PARADIGM WEALTH ADVISORY LLC | PW ADVISORS
CRD#: 283120 / SEC#: 801-107403
RIA
Registered Investment Advisory firm - (3/23/2016 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
Pennsylvania(1/17/2020)
IAR
Pennsylvania(11/6/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PARADIGM WEALTH ADVISORY LLC
PARADIGM WEALTH ADVISORY LLC | PW ADVISORS
CRD#: 283120 / SEC#: 801-107403
RIA
Registered Investment Advisory firm - (3/23/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1140 Highway 22 East Suite 105, Bridgewater, NJ 08807
Mailing Address
Phone number
(908) 450-7402
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,521 |
| AUM (Assets Under Management) | $ 468,284,162 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
