Unclaimed Profile

Robert Holmes Bradley

BRADLEY FOSTER & SARGENT INC·HARTFORD, Connecticut

Series 7, Series 65Clean record32 years registeredBRADLEY FOSTER & SARGENT INC

185 ASYLUM STREET, HARTFORD, CT 06103-3402CRD# 2401589Firm CRD# 106928

Profile Verification

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

Identity

Robert Holmes Bradley · HARTFORD, CT

Registration

CRD #2401589 · BRADLEY FOSTER & SARGENT INC · 32 years registered

Brand Profile

Not yet started

Career History

BRADLEY FOSTER & SARGENT INC

Jun 1994 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · June 27, 1994

Years registered · 32

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

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Introduction

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Frequently Asked Questions

What services does Robert Holmes Bradley offer?

Robert Holmes Bradley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.

What are Robert Holmes Bradley's credentials?

Robert Holmes Bradley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Holmes Bradley located?

Robert Holmes Bradley 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 Robert Holmes Bradley charge for services?

Robert Holmes Bradley'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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