Benjamin Bernard
Bridgewater Advisors · New York, New York
Benjamin Bernard is a fee-only financial advisor at Bridgewater Advisors in New York, New York, who holds the CFP credential. 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 |
| SEC registration | Investment adviser representative in NY · CRD 7427165 |
| Exams passed | Series 65 (2008) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.bridgewateradv.com |
How Benjamin'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 Benjamin
Is Benjamin Bernard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin 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 Benjamin charge for financial advice?
Benjamin's firm, Bridgewater Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Benjamin Bernard based?
Benjamin Bernard is based in New York, New York.
What credentials does Benjamin Bernard hold?
Benjamin Bernard holds the CFP credential.
Is Benjamin Bernard registered with the SEC?
Yes. Benjamin Bernard is registered as an investment adviser representative in NY (CRD 7427165), 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 Benjamin Bernard?
Through Benjamin'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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