# Josefine Cays

> Josefine Cays is a fee-only financial advisor at Bridgewater Advisors Inc. in New York, New York, who holds the CFA, CFP and EA credentials. Josefine focuses on family wealth transfer. Bridgewater Advisors Inc. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/josefine-cays/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bridgewater Advisors Inc.
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.57B across 3,075 accounts
- **Credentials:** CFA, CFP, EA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families, Executives, Founders, Mid-life transitions
- **CRD:** 5905425 (https://adviserinfo.sec.gov/individual/summary/5905425)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://bridgewateradv.com

## Frequently asked questions

### Is Josefine Cays a fee-only financial advisor?

Yes. Josefine Cays is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josefine's firm.

### How does Josefine charge for financial advice?

Josefine's firm, Bridgewater Advisors Inc., reports charging a percentage of assets on its SEC Form ADV.

### Where is Josefine Cays based?

Josefine Cays is based in New York, New York.

### What does Josefine specialize in?

Josefine's specialties include family wealth transfer. Josefine works with multi-generational families, executives, founders and mid-life transitions.

### What credentials does Josefine Cays hold?

Josefine Cays holds the CFA, CFP and EA credentials.

### Is Josefine Cays registered with the SEC?

Yes. Josefine Cays is registered as an investment adviser representative in NY and TX (CRD 5905425), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bridgewater Advisors Inc. manage?

Bridgewater Advisors Inc. reports $2.57B across 3,075 accounts in assets under management.

### How do I contact Josefine Cays?

Through Josefine's website, bridgewateradv.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39103): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://bridgewateradv.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.