Karen Baer, financial advisor Bethesda MD
93 score

Karen Baer

CRD Number: 1375762
Current Firm: Bridgewater Wealth & Financial Management, LLC

Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bridgewater Wealth & Financial Management, LLC Bethesda, MD Jan 2016 - Current < 1
Triton Wealth Management, LLC Annapolis, MD May 2010 - Dec 2015 5
Linsco/private Ledger Corp. Annapolis, MD Aug 1997 - May 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Karen L. Baer
Phone Number: 301-656-1200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    829
    MILLIONS
  • Total Number of Accounts
    2,603
    ACCOUNTS
  • Average Account Value
    $318,550
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, DE, FL, LA, MD, NE, NJ, NY, PA, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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