Leo Marzen
Bridgewater Advisors · New York, New York
Leo Marzen 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, VA · CRD 2073985 |
| Exams passed | Series 63 (1990) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.bridgewateradv.com |
How Leo'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 Leo
Is Leo Marzen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo 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 Leo charge for financial advice?
Leo's firm, Bridgewater Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Leo Marzen based?
Leo Marzen is based in New York, New York.
What credentials does Leo Marzen hold?
Leo Marzen holds the CFP and CFA credentials.
Is Leo Marzen registered with the SEC?
Yes. Leo Marzen is registered as an investment adviser representative in NY and VA (CRD 2073985), 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 Leo Marzen?
Through Leo'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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