Andrew W. Bruen

PARADIGM INVESTMENT ADVISORY | Senior Vice President - Wealth Management

BRIDGEWATER, NJ 08807

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CRD#: 4987554

Professional summary

Andrew Wright Bruen is a registered financial advisor currently at PARADIGM INVESTMENT ADVISORY, LLC located in Bridgewater, New Jersey and LPL FINANCIAL LLC located in Madison, New Jersey.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

500–1,000 clients

Services Offered

Trading individual securities

Financial planning

Retirement planning

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 Andrew Wright Bruen'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

January 17, 2025 - Present

PARADIGM INVESTMENT ADVISORY, LLC

Office #1: 1140 Us 22 East Suite 105, Bridgewater, NJ 08807

RIA

CRD#: 334370

BRIDGEWATER, NJ

Current

January 16, 2025 - Present

LPL FINANCIAL LLC

Office #1: 7 Giralda Farms Ste 150, Madison, NJ 07940

RIA

CRD#: 6413

MADISON, NJ

Past

July 29, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

Madison, NJ

Past

July 6, 2012 - January 27, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FLORHAM PARK, NJ

Past

July 6, 2012 - January 27, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FLORHAM PARK, NJ

Past

January 24, 2012 - July 26, 2012

MORGAN STANLEY

RIA

CRD#: 149777

FLORHAM PARK, NJ

Past

September 29, 2011 - July 26, 2012

MORGAN STANLEY

CRD#: 149777

FLORHAM PARK, NJ

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".

PARADIGM INVESTMENT ADVISORY, LLC

PARADIGM ADVISOR GROUP, LLC | PARADIGM INVESTMENT ADVISORY, LLC

CRD#: 334370 / SEC#: 801-131802

RIA

Registered Investment Advisory firm - (1/10/2025 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Alabama
(1/20/2025)

Alabama
(1/27/2025)

Arizona
(1/16/2025)

California
(1/16/2025)

Colorado
(1/16/2025)

Connecticut
(1/16/2025)

Delaware
(1/16/2025)

District of Columbia
(1/16/2025)

Florida
(1/16/2025)

Georgia
(1/16/2025)

Hawaii
(1/16/2025)

Illinois
(1/16/2025)

Indiana
(1/16/2025)

Kansas
(1/16/2025)

Louisiana
(1/16/2025)

Maine
(1/16/2025)

Maryland
(1/16/2025)

Massachusetts
(1/16/2025)

Michigan
(1/16/2025)

Minnesota
(1/16/2025)

Missouri
(1/16/2025)

Montana
(1/16/2025)

Nevada
(1/16/2025)

New Hampshire
(1/16/2025)

New Jersey
(1/16/2025)

IAR

New Jersey
(1/17/2025)

New Mexico
(1/16/2025)

New York
(1/16/2025)

North Carolina
(1/16/2025)

North Dakota
(4/9/2025)

Ohio
(1/16/2025)

Oklahoma
(1/16/2025)

Oregon
(1/16/2025)

Pennsylvania
(1/16/2025)

Rhode Island
(1/16/2025)

South Carolina
(1/16/2025)

Tennessee
(1/16/2025)

Texas
(1/16/2025)

IAR

Texas
(1/20/2025)

Utah
(1/16/2025)

Vermont
(1/16/2025)

Virginia
(1/16/2025)

Washington
(1/16/2025)

West Virginia
(1/16/2025)

Wisconsin
(1/16/2025)

Wyoming
(1/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/23/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PARADIGM INVESTMENT ADVISORY, LLC

PARADIGM ADVISOR GROUP, LLC | PARADIGM INVESTMENT ADVISORY, LLC

CRD#: 334370 / SEC#: 801-131802

RIA

Registered Investment Advisory firm - (1/10/2025 Approved)

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Contact information

Main Address

1140 Us 22 East Suite 105, Bridgewater, NJ 08807

Mailing Address

Phone number

(908) 450-7402

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PAG DISCLOSURE BROCHURE AND WRAP BROCHURE (1/29/2026)

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 182,812,046

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Andrew W. Bruen

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Wright Bruen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PARADIGM INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/28/2011

FINRA

Current Firm

PARADIGM INVESTMENT ADVISORY, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARADIGM INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

Contact information

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