Unclaimed Profile

Eugene A Daponte

BRADLEY FOSTER & SARGENT INC·HARTFORD, Connecticut

SIE, Series 7, Series 65PFSClean record20 years registeredBRADLEY FOSTER & SARGENT INC

185 ASYLUM STREET, HARTFORD, CT 06103-3402CRD# 4559985Firm CRD# 106928

Profile Verification

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

Identity

Eugene A Daponte · HARTFORD, CT

Registration

CRD #4559985 · BRADLEY FOSTER & SARGENT INC · 20 years registered

Brand Profile

Not yet started

Career History

BRADLEY FOSTER & SARGENT INC

Nov 2022 – present

PEOPLE'S UNITED ADVISORS, INC.

Apr 2018 – Mar 2022

Litchfield, CT

PEOPLE'S SECURITIES, INC.

Jun 2006 – Mar 2020

WETHERSFIELD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · June 12, 2006

Years registered · 20

Professional designation · PFS

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 Eugene A Daponte offer?

Eugene A Daponte specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.

What are Eugene A Daponte's credentials?

Eugene A Daponte holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eugene A Daponte located?

Eugene A Daponte is based in HARTFORD, Connecticut, working with BRADLEY FOSTER & SARGENT INC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.

How does Eugene A Daponte charge for services?

Eugene A Daponte'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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