Benjamin Wesley Bernard
Investment adviser representative at Bridgewater Advisors Inc.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Bridgewater Advisors Inc.Jun 2005 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bridgewater Advisors Inc.
$2.6BAssets managed
606Clients
14Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7427165
- Firm CRD
- 109826