Laurence Braunstein, financial advisor Bridgewater NJ

Laurence Braunstein

CRD Number: 1220577
Current Firm: Paradigm Wealth Advisory LLC

Laurence Braunstein (CRD# 1220577) is an Investment Advisor Representative working at Paradigm Wealth Advisory LLC in Bridgewater, NJ and has over 40 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Paradigm Wealth Advisory LLC Englewood, NJ Sep 2019 - Current 4
Janney Montgomery Scott LLC New York, NY May 2015 - Sep 2019 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney New York, NY Jul 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Laurence M. Braunstein
Phone Number: (908) 450-7402
Firm Website: https://www.pwm.us.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    2,132
    ACCOUNTS
  • Average Account Value
    $140,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CT, DE, FL, LA, NC, NH, NJ, NY, PA, SC, TX

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