Andrew Bruen has been an investment adviser representative at Paradigm Investment Advisory since January 2025, and is not listed among the firm’s executive officers or direct owners.
Paradigm Investment Advisory, LLC is a Bridgewater, NJ firm with $425M under management, 645 clients and 9 advisers across 4 offices, as of its October 2026 filing.
Andrew Bruen’s longest registration was 12 years at UBS Financial Services Inc. (2012–2025). Before joining Paradigm Investment Advisory in 2025, Andrew Bruen was registered through UBS Financial Services Inc. and Morgan Stanley Smith Barney LLC.
- LPL Financial LLC– · under a yearMadison, NJ · Adviser representative · Firm CRD 6413
- – present · 1 yearBridgewater, NJ · Adviser representative · Firm CRD 334370
- UBS Financial Services Inc.– · 12 yearsFlorham Park, NJ · Adviser representative · Firm CRD 8174
- Morgan Stanley Smith Barney LLC– · under a yearFlorham Park, NJ · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Andrew Bruen is registered as an investment adviser representative in 3 states. Each was approved in January 2025.
- AlabamaSince 20 January 2025
- New JerseySince 17 January 2025
- TexasSince 20 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2012 |
| Series 7 | General Securities Representative Examination | 28 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Wright Bruen
- CRD
- 4987554
- Firm
- Paradigm Investment Advisory · CRD 334370
- Office
- 1140 US 22 EAST, SUITE 105, Bridgewater, NJ 08807
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Andrew Bruen work?
Andrew Bruen is an investment adviser representative registered through Paradigm Investment Advisory, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Bruen a financial advisor?
Yes. Andrew Bruen has a current investment-adviser registration in Alabama, New Jersey and Texas, through Paradigm Investment Advisory since January 2025.
How many years of experience does Andrew Bruen have?
Andrew Bruen has 15 years in the financial industry, since September 2011, across 4 adviser firms.
What exams has Andrew Bruen passed?
Andrew Bruen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Andrew Bruen with the SIE, which began in October 2018.
Where did Andrew Bruen work before Paradigm Investment Advisory?
Before Paradigm Investment Advisory, Andrew Bruen was registered through Morgan Stanley Smith Barney LLC, January 2012 to July 2012.
Where is Andrew Bruen based?
Andrew Bruen’s registered office is in Bridgewater, NJ.
Is Andrew Bruen registered with FINRA?
Yes. Andrew Bruen has a current broker registration, under CRD 4987554.
Source: FINRA BrokerCheck
How can I verify Andrew Bruen’s record?
Search CRD 4987554 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Bruen’s full registration record.
- Andrew KoltunowiczManaging Partner
- David ProvinsalManaging Director/CCO
- Joseph WhiteManaging Partner