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Advisors / South Carolina / Bluffton
14yrs

Patrick Bruski

Financial advisor at Newedge Advisors

Patrick Bruski has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Bluffton, South Carolina. Patrick has been with Newedge Advisors since 2023; before that, Patrick spent ten years at Edward Jones. Patrick holds the CFP® designation.

One of 118 advisors with offices in Bluffton, and one of 107 fiduciaries.

Bluffton, SC 29910CFP®Fiduciary advisor

At a glance

Experience14 years (since 2012)
How that compares ?14 years in the industry
Office29 Plantation Park Drive Suite 701, Bluffton, SC 29910
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state

Services through Newedge Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
    Newedge AdvisorsCurrent firm
  2. 2013 – 2023
    Edward JonesPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Newedge Advisors at (504) 459-4391 and ask for Patrick Bruski. Patrick works from the Bluffton, SC office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2012, about 14 years. 14 years in the industry.

What licenses does Patrick hold?

Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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