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Margo Lynn Cook

BRIDGEWATER ASSOCIATES, LP·WESTPORT, Connecticut
Clean recordBRIDGEWATER ASSOCIATES, LP
ONE NYALA FARMS ROAD, WESTPORT, CT 06880CRD# 4719274Firm CRD# 105129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margo Lynn Cook · WESTPORT, CT
Registration
CRD #4719274 · BRIDGEWATER ASSOCIATES, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margo Lynn Cook is a registered financial advisor based in WESTPORT, Connecticut, affiliated with BRIDGEWATER ASSOCIATES, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BRIDGEWATER ASSOCIATES, LP
BRIDGEWATER ASSOCIATES, LP
AUM
$171.8B
Regulatory assets under management
Employees
1196
Total firm employees
Services
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: INVESTMENT ADVISORY SUPPORT SERVICES
Regulatory
SEC/IARD CRD# 4719274
Firm CRD# 105129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margo Lynn Cook offer?
Margo Lynn Cook specializes in Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Margo Lynn Cook's credentials?
Margo Lynn Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margo Lynn Cook located?
Margo Lynn Cook is based in WESTPORT, Connecticut, working with BRIDGEWATER ASSOCIATES, LP. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Margo Lynn Cook charge for services?
Margo Lynn Cook's firm is compensated through percentage of aum, performance-based fees, other: investment advisory support services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEWATER ASSOCIATES, LP?
BRIDGEWATER ASSOCIATES, LP has approximately 1196 employees and manages $171.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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