Bridgewater Advisors Inc.

Bridgewater Advisors Inc. (CRD# 109826) is a financial advisory firm headquartered in New York, NY. They manage $1,140,724,763 in 2,265 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,141
    MILLION
  • Total Number of Accounts
    2,265
    ACCOUNTS
  • Average Account Value
    $503,631
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, MA, MD, NJ, NM, NY, PA, TX, VA, VT, WA

Financial Advisors at Bridgewater Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Leo V. Marzen
CRD#: 2073985
600 Fifth Avenue, 26th Floor, New York, NY 10020
96
Wealthminder
score

Leo Marzen (CRD# 2073985) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has over 27 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
Milton (nmn) Stern
CRD#: 1021762
600 Fifth Avenue, 26th Floor, New York, NY 10020
96
Wealthminder
score

Milton (nmn) Stern (CRD# 1021762) is an Investment Advisor Representative working at Bridgewater Advisors Inc. in New York, NY and has over 27 years of experience in the finance industry. Milton (nmn) Stern 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
Matthew D. Pelz
CRD#: 6438500
600 Fifth Avenue, 26th Floor, New York, NY 10020
90
Wealthminder
score

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.

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