Andrew Wright Bruen
Investment adviser representative at Paradigm Investment Advisory, LLC
14 yearsExperience
3 statesRegistered in
$425.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Paradigm Investment Advisory, LLCJan 2025 to now
- LPL Financial LLCJan 2025 to now
- UBS Financial Services Inc.Jul 2012 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (AL, NJ, TX).
Paradigm Investment Advisory, LLC
$425.1MAssets managed
645Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4987554
- Firm CRD
- 334370