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Marla Chidsey Roeser

BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC·BETHESDA, Maryland
Unclaimed Profile
7475 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 5433417Firm CRD# 152965
01

About

Marla Chidsey Roeser is a registered financial advisor based in BETHESDA, Maryland, affiliated with BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
AUM
$894M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5433417
Firm CRD# 152965
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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