TrueAdvisor
TrueAdvisor
PB
CFP
PB
CFP

Patrick Bruski

LPL Financial LLC
13 Years of Experience
Bluffton, SC
Broker
View SEC Summary
View SEC Summary

Patrick Bruski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bluffton, SC, with 13 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

29 Plantation Park Drive, Suite 701, Bluffton, SC, 29910

Get directions

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.

Learn about disclosures →
Other Business Activities

Patrick operates Modus Wealth Management LLC as a DBA for his LPL business and provides investment advisory services through NewEdge Advisors, dedicating nearly full-time hours to the latter. He also owns Bruski Holdings Company, LLC, a real estate office, spending minimal time on this activity.

Employment History
Current Registrations
Newedge Advisors
March 2023 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLC
June 2025 - July 2026 · 1 yr 1 mo
Edward Jones
February 2013 - March 2023 · 10 yrs 1 mo
Edward JonesBroker
November 2012 - March 2023 · 10 yrs 4 mos
State Registrations24 states
ALAZCACOFLGAIAILINLAMDMIMTNCNJNMNVNYOHPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Bluffton, SC →All financial advisors in South Carolina →