Sara Stollberger
Bridgewater Advisors · New York, New York
Sara Stollberger 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.
Request an introduction to Sara →
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 6782579 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.bridgewateradv.com |
How Sara's firm compares
- Bridgewater Advisors's average account is about $835,000, from its Form ADV (assets managed divided by 3,075 accounts).
Request an introduction to Sara
Tell Sara a little about what you're looking for. Sara isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sara
Is Sara Stollberger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara 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 Sara charge for financial advice?
Sara's firm, Bridgewater Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Sara Stollberger based?
Sara Stollberger is based in New York, New York.
What credentials does Sara Stollberger hold?
Sara Stollberger holds the CFP credential.
Is Sara Stollberger registered with the SEC?
Yes. Sara Stollberger is registered as an investment adviser representative in NY (CRD 6782579), 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 Sara Stollberger?
Through Sara'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.
See something wrong? Request a correction. Read our methodology.