Bradley Foster & Sargent Inc.
Bradley Foster & Sargent Inc. (CRD# 106928) is a financial advisory firm headquartered in Hartford, CT. They manage $6,848,522,146 in 4,468 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management6,849MILLION
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Total Number of Accounts4,468ACCOUNTS
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Average Account Value$1,532,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
Joshua Peteet (CRD# 6589376) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 8 years of experience in the finance industry.
Thomas Sargent (CRD# 1593933) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.
Rosa Chen (CRD# 2506305) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 22 years of experience in the finance industry.
Stephen Childs (CRD# 7186661) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.
Galan Daukas (CRD# 1617862) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 25 years of experience in the finance industry.
Michele Matzinger (CRD# 7400164) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.
James Paldino (CRD# 5943873) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.
Christopher Sargent (CRD# 7146718) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.