David George Shaw

Employer firm

Bridgewater Advisors Inc. CRD 109826

$2.57B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 02/2019
  Boston Financial Investment Management
  Boston, MA
• 02/2019 → 05/2020
  Argent Wealth Management
  Waltham, MA
• 05/2020 → 04/2025
  Focus Wealth Partners
  New York City, NY
• 04/2025 → Present
  Bridgewater Advisors Inc.
  New York City, NY

Previous Registrations

• 2024-11-20 → 2025-04-24
  Focus Partners Wealth, Llc
  Boston, MA
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-07-15

Designations

• Certified Financial Planner