Unclaimed Profile

Barbara Jean Leclerc

BRIDGEWATER ADVISORS INC.·NEW YORK, New York

Clean recordBRIDGEWATER ADVISORS INC.

600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY 10020CRD# 5905741Firm CRD# 109826

Profile Verification

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

Identity

Barbara Jean Leclerc · NEW YORK, NY

Registration

CRD #5905741 · BRIDGEWATER ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barbara Jean Leclerc is a registered financial advisor based in NEW YORK, New York, affiliated with BRIDGEWATER ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIDGEWATER ADVISORS INC.

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIDGEWATER ADVISORS INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5905741

Firm CRD# 109826

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Frequently Asked Questions

What services does Barbara Jean Leclerc offer?

Barbara Jean Leclerc specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.

What are Barbara Jean Leclerc's credentials?

Barbara Jean Leclerc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Jean Leclerc located?

Barbara Jean Leclerc is based in NEW YORK, New York, working with BRIDGEWATER ADVISORS INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Barbara Jean Leclerc charge for services?

Barbara Jean Leclerc's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWATER ADVISORS INC.?

BRIDGEWATER ADVISORS INC. has approximately 22 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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