Andrew Koltunowicz has been Managing Partner of Paradigm Investment Advisory since January 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Paradigm Investment Advisory, LLC is a Bridgewater, NJ firm with $425M under management, 645 clients and 9 advisers across 4 offices, as of its October 2026 filing.
Andrew Koltunowicz’s longest registration was 4 years at Macquarie Investment Management Business Trust (2020–2025). Before joining Paradigm Investment Advisory in 2025, Andrew Koltunowicz was registered through Macquarie Investment Management Business Trust and Delaware Capital Management Advisers, Inc.
- – present · under a yearBridgewater, NJ · Adviser representative · Firm CRD 334370
- Macquarie Investment Management Business Trust– · 4 yearsPhiladelphia, PA · Adviser representative · Firm CRD 105390
- Delaware Capital Management Advisers, Inc– · 3 yearsPhiladelphia, PA · Adviser representative · Firm CRD 152237
- Lord, Abbett & Co. LLC– · 1 yearJersey City, NJ · Adviser representative · Firm CRD 110391
Investment adviser representative registrations
Andrew Koltunowicz is registered as an investment adviser representative in New Jersey, since December 2025.
- New JerseySince 3 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2017 |
| Series 66 | Uniform Combined State Law Examination | 5 October 2012 |
| Series 7 | General Securities Representative Examination | 21 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6099848
- Firm
- Paradigm Investment Advisory · CRD 334370
- Role
- Managing Partner
- Office
- 1140 US 22 EAST, SUITE 105, Bridgewater, NJ 08807
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Andrew Koltunowicz work?
Andrew Koltunowicz has been Managing Partner of Paradigm Investment Advisory, LLC since January 2025, and is a control person of the firm.
Is Andrew Koltunowicz a financial advisor?
Yes. Andrew Koltunowicz has a current investment-adviser registration in New Jersey, through Paradigm Investment Advisory since December 2025.
How many years of experience does Andrew Koltunowicz have?
Andrew Koltunowicz has 14 years in the financial industry, since September 2012, across 4 adviser firms.
What exams has Andrew Koltunowicz passed?
Andrew Koltunowicz has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 2012. FINRA credited Andrew Koltunowicz with the SIE, which began in October 2018.
Where did Andrew Koltunowicz work before Paradigm Investment Advisory?
Before Paradigm Investment Advisory, Andrew Koltunowicz was registered through Macquarie Investment Management Business Trust, April 2020 to January 2025; Delaware Capital Management Advisers, Inc, January 2017 to April 2020; Lord, Abbett & Co. LLC, October 2012 to April 2014.
Where is Andrew Koltunowicz based?
Andrew Koltunowicz’s registered office is in Bridgewater, NJ.
Is Andrew Koltunowicz registered with FINRA?
Yes. Andrew Koltunowicz has a current broker registration, under CRD 6099848.
Source: FINRA BrokerCheck
How can I verify Andrew Koltunowicz’s record?
Search CRD 6099848 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Koltunowicz’s full registration record.
- David ProvinsalManaging Director/CCO
- Joseph WhiteManaging Partner