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RG

Ryan P. Grady

PARADIGM WEALTH ADVISORY LLC
Ponte Vedra, FL
Some features on this profile are disabled
CRD#: 7328614
RG

Professional summary

Ryan Patrick Grady is a registered financial advisor currently at PARADIGM WEALTH ADVISORY LLC located in Ponte Vedra, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ryan Patrick Grady'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

April 14, 2021 - Present

PARADIGM WEALTH ADVISORY LLC

RIA
CRD#: 283120
Ponte Vedra, 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.

Highlighted states indicate IAR registrations

IAR
Florida
(11/7/2025)
IAR
New Jersey
(4/14/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/21/2019
Securities Industry Essentials Examination

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)
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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)

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

PWA DISCLOSURE BROCHURE AND WRAP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts2,521
AUM (Assets Under Management)$ 468,284,162

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 WEALTH ADVISORY LLC

CRD#: 283120Ponte Vedra, FL

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