Josefine Cays
Bridgewater Advisors Inc. · New York, New York
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.
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Specialties
Who they serve
- Multi-generational families
- Executives
- Founders
- Mid-life transitions
Facts
| Firm | Bridgewater Advisors Inc. |
|---|---|
| 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 | CFA · CFP · EA |
| SEC registration | Investment adviser representative in NY, TX · CRD 5905425 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | bridgewateradv.com |
| Profile |
How Josefine's firm compares
- Bridgewater Advisors Inc.'s average account is about $835,000, from its Form ADV (assets managed divided by 3,075 accounts).
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Questions about Josefine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bridgewater Advisors Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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