Bridgewater Advisors Inc.

Bridgewater Advisors Inc. (CRD# 109826) is a financial advisory firm headquartered in New York, NY. They manage $1,641,761,569 in 2,537 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,642
    MILLION
  • Total Number of Accounts
    2,537
    ACCOUNTS
  • Average Account Value
    $647,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, LA, MA, MD, NC, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Bridgewater Advisors Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Leo V. Marzen
CRD#: 2073985
600 Fifth Avenue, 26th Floor, New York, NY 10020

Leo Marzen (CRD# 2073985) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has over 33 years of experience in the finance industry. Leo Marzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew D. Pelz
CRD#: 6438500
600 Fifth Avenue, 26th Floor, New York, NY 10020

Matthew Pelz (CRD# 6438500) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has 1 year of experience in the finance industry. Matthew Pelz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jane H. Weber
CRD#: 4050910
600 Fifth Avenue, 26th Floor, New York, NY 10020

Jane Weber (CRD# 4050910) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has over 23 years of experience in the finance industry. Jane Weber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Olabode A. Aladenika
CRD#: 7683909
600 Fifth Avenue, 26th Floor, New York, NY 10020

Olabode Aladenika (CRD# 7683909) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has 1 year of experience in the finance industry.

5
Benjamin W. Bernard
CRD#: 7427165
600 Fifth Avenue, 26th Floor, New York, NY 10020

Benjamin Bernard (CRD# 7427165) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has over 16 years of experience in the finance industry. Benjamin Bernard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gabe D. Bryan
CRD#: 5275968
600 Fifth Avenue, 26th Floor, New York, NY 10020

Gabe Bryan (CRD# 5275968) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has over 16 years of experience in the finance industry. Gabe Bryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Josefine T. Cays
CRD#: 5905425
600 Fifth Avenue, 26th Floor, New York, NY 10020

Josefine Cays (CRD# 5905425) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has 1 year of experience in the finance industry. Josefine Cays has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jacques A. Freeman
CRD#: 5938800
600 Fifth Avenue, 26th Floor, New York, NY 10020

Jacques Freeman (CRD# 5938800) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has 1 year of experience in the finance industry. Jacques Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Barbara J. Leclerc
CRD#: 5905741
600 Fifth Avenue, 26th Floor, New York, NY 10020

Barbara Leclerc (CRD# 5905741) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has 1 year of experience in the finance industry. Barbara Leclerc has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Yanying Lin
CRD#: 6523394
600 Fifth Avenue, 26th Floor, New York, NY 10020

Yanying Lin (CRD# 6523394) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has 1 year of experience in the finance industry.

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