Unclaimed Profile

Mark Thomas Bertolini

BRIDGEWATER ASSOCIATES, LP·WESTPORT, Connecticut

Clean recordBRIDGEWATER ASSOCIATES, LP

ONE NYALA FARMS ROAD, WESTPORT, CT 06880CRD# 7494808Firm CRD# 105129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Thomas Bertolini · WESTPORT, CT

Registration

CRD #7494808 · BRIDGEWATER ASSOCIATES, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Performance-based fees

Other: INVESTMENT ADVISORY SUPPORT SERVICES

Regulatory

SEC/IARD CRD# 7494808

Firm CRD# 105129

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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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