Unclaimed Profile

Nancy Ward Donadio

BRADLEY FOSTER & SARGENT INC·HARTFORD, Connecticut

Clean recordBRADLEY FOSTER & SARGENT INC

185 ASYLUM STREET, HARTFORD, CT 06103-3402CRD# 4781989Firm CRD# 106928

Profile Verification

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

Identity

Nancy Ward Donadio · HARTFORD, CT

Registration

CRD #4781989 · BRADLEY FOSTER & SARGENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Ward Donadio is a registered financial advisor based in HARTFORD, Connecticut, affiliated with BRADLEY FOSTER & SARGENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BRADLEY FOSTER & SARGENT INC

AUM

$7.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRADLEY FOSTER & SARGENT INC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4781989

Firm CRD# 106928

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Ward Donadio offer?

Nancy Ward Donadio specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.

What are Nancy Ward Donadio's credentials?

Nancy Ward Donadio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Ward Donadio located?

Nancy Ward Donadio 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 Nancy Ward Donadio charge for services?

Nancy Ward Donadio'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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