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Mark Thomas Bertolini

BRIDGEWATER ASSOCIATES, LP·WESTPORT, Connecticut
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ONE NYALA FARMS ROAD, WESTPORT, CT 06880CRD# 7494808Firm CRD# 105129
01

About

Mark Thomas Bertolini 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
03

Firm Overview

Firm
BRIDGEWATER ASSOCIATES, LP
BRIDGEWATER ASSOCIATES, LP
AUM
$171.8B
Regulatory assets under management
Employees
1196
Total firm employees
View all advisors at BRIDGEWATER ASSOCIATES, LP →
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# 7494808
Firm CRD# 105129
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Thomas Bertolini offer?
Mark Thomas Bertolini specializes in Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Mark Thomas Bertolini's credentials?
Mark Thomas Bertolini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Thomas Bertolini located?
Mark Thomas Bertolini is based in WESTPORT, Connecticut, working with BRIDGEWATER ASSOCIATES, LP. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Mark Thomas Bertolini charge for services?
Mark Thomas Bertolini'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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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