Andrew Bruen is a registered investment advisor at LPL Financial LLC, based in Madison, NJ, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7 Giralda Farms Ste 150, Madison, NJ, 07940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew operates under several DBAs for his LPL business: Bruen Wealth Management, Bruen Wealth, and Paradigm Wealth Management. He also provides investment advisory services through Paradigm Advisor Group, LLC, spending nearly full-time hours on these activities.
Employment History
Current Registrations
LPL Financial LLC
Paradigm Investment Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations43 states
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