Barbara Leclerc
Bridgewater Advisors · New York, New York
Barbara Leclerc is a fee-only financial advisor at Bridgewater Advisors in New York, New York, who holds the CFP and CFA credentials. Bridgewater Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Bridgewater Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.57B across 3,075 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 5905741 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.bridgewateradv.com |
How Barbara's firm compares
- Bridgewater Advisors's average account is about $835,000, from its Form ADV (assets managed divided by 3,075 accounts).
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Questions about Barbara
Is Barbara Leclerc a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Bridgewater Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Bridgewater Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Barbara Leclerc based?
Barbara Leclerc is based in New York, New York.
What credentials does Barbara Leclerc hold?
Barbara Leclerc holds the CFP and CFA credentials.
Is Barbara Leclerc registered with the SEC?
Yes. Barbara Leclerc is registered as an investment adviser representative in NY and TX (CRD 5905741), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bridgewater Advisors manage?
Bridgewater Advisors reports $2.57B across 3,075 accounts in assets under management.
How do I contact Barbara Leclerc?
Through Barbara's website, www.bridgewateradv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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