AB
AB

Andrew Wright Bruen

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
July 2025 - Present · 7 mos
Paradigm Investment Advisory, LLC
January 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
UBS Financial Services INC.
July 2012 - January 2025 · 12 yrs 6 mos
UBS Financial Services INC.Broker
July 2012 - January 2025 · 12 yrs 6 mos
Morgan Stanley Smith Barney LLC
January 2012 - July 2012 · 6 mos
Morgan Stanley Smith BarneyBroker
September 2011 - July 2012 · 10 mos
State Registrations43 states
ALAZCACOCTDCDEFLGAHIILINKSLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.