Unclaimed Profile

David Paul Korzendorfer

BRADLEY FOSTER & SARGENT INC·HARTFORD, Connecticut

Series 63Clean record22 years registeredBRADLEY FOSTER & SARGENT INC

185 ASYLUM STREET, HARTFORD, CT 06103-3402CRD# 1511200Firm CRD# 106928

Profile Verification

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

Identity

David Paul Korzendorfer · HARTFORD, CT

Registration

CRD #1511200 · BRADLEY FOSTER & SARGENT INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRADLEY FOSTER & SARGENT INC

BRADLEY FOSTER & SARGENT INC

Apr 2007 – May 2025

HARTFORD, CT

COLUMBIA MANAGEMENT ADVISORS, INC.

Sep 2003 – Sep 2004

HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · September 29, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRADLEY FOSTER & SARGENT INC

CRD 106928 · SEC 801-46616

AUM

$7.3B

Regulatory assets under management

Employees

4,439 client accounts

Services offered by BRADLEY FOSTER & SARGENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRADLEY FOSTER & SARGENT INC →

Introduction

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Frequently Asked Questions

What services does David Paul Korzendorfer offer?

David Paul Korzendorfer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Paul Korzendorfer's credentials?

David Paul Korzendorfer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paul Korzendorfer located?

David Paul Korzendorfer is based in HARTFORD, Connecticut, last registered with BRADLEY FOSTER & SARGENT INC.

How does David Paul Korzendorfer charge for services?

David Paul Korzendorfer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRADLEY FOSTER & SARGENT INC?

BRADLEY FOSTER & SARGENT INC has approximately 49 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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