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Marla Chidsey Roeser

BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC·BETHESDA, Maryland
SIE, Series 24, Series 63Clean recordBRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
7475 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 5433417Firm CRD# 152965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marla Chidsey Roeser · BETHESDA, MD
Registration
CRD #5433417 · BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
CRD 152965 · SEC 801-71137
AUM
$894M
Regulatory assets under management
Employees
36
2,386 client accounts
Services offered by BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Marla Chidsey Roeser offer?
Marla Chidsey Roeser specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Marla Chidsey Roeser's credentials?
Marla Chidsey Roeser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marla Chidsey Roeser located?
Marla Chidsey Roeser is based in BETHESDA, Maryland, working with BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Marla Chidsey Roeser charge for services?
Marla Chidsey Roeser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC?
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC has approximately 36 employees and manages $894M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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