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Sara J. Stollberger
BRIDGEWATER ADVISORS
NEW YORK, NY 10020
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CRD#: 6782579
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Professional summary
Sara Jean Stollberger is a registered financial advisor currently at BRIDGEWATER ADVISORS INC. located in New York, New York.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sara has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sara Jean Stollberger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 19, 2021 - Present
BRIDGEWATER ADVISORS INC.
Office #1: 600 Fifth Avenue 26th Floor, New York, NY, 10020RIA
CRD#: 109826
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BRIDGEWATER ADVISORS INC.
BRIDGEWATER ADVISORS INC.
CRD#: 109826 / SEC#: 801-48380
RIA
Registered Investment Advisory firm - (1/1/1995 Approved)California
Registered Investment Advisory firm - (5/15/2001 Cancelled)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(8/19/2021)
Exams
Current Firm
BRIDGEWATER ADVISORS INC.
BRIDGEWATER ADVISORS INC.
CRD#: 109826 / SEC#: 801-48380
RIA
Registered Investment Advisory firm - (1/1/1995 Approved)California
Registered Investment Advisory firm - (5/15/2001 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Fifth Avenue 26th Floor, New York, NY, 10020
Mailing Address
Phone number
(212) 221-5300
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,619 |
| AUM (Assets Under Management) | $ 2,136,285,351 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2025 | ||
| 09/25/2024 | ||
| 01/02/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
