BRADLEY FOSTER & SARGENT INC

HARTFORD, Connecticut·14 registered advisors·CRD# 106928
SEC# 801-466166860-527-8050
01

Firm Overview

AUM
$7.3B
Regulatory assets under management
Employees
49
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BRADLEY FOSTER & SARGENT INC

14 registered advisors
Cameron Horatio Burns
HARTFORD, Connecticut
David Paul Korzendorfer
HARTFORD, Connecticut
Eugene A Daponte
HARTFORD, Connecticut
PFS
Galan George Daukas
HARTFORD, Connecticut
CFPCFA
Gregory Michael Miller
HARTFORD, Connecticut
Jeffrey Gilbert Marsted
HARTFORD, Connecticut
Joseph Denny Sargent
HARTFORD, Connecticut
Keith Glenn Larose
HARTFORD, Connecticut
Peter Jay Kirschenbaum
HARTFORD, Connecticut
Robert Holmes Bradley
HARTFORD, Connecticut
Rosa Yii-Ching Chen
HARTFORD, Connecticut
Thomas Denney Sargent
HARTFORD, Connecticut
Timothy Hatherly Foster
HARTFORD, Connecticut
William Ravenel Peelle
HARTFORD, Connecticut
05

Office Locations

HARTFORD, Connecticut
14 advisors

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Data sourced from SEC Form ADV filings. BRADLEY FOSTER & SARGENT INC (CRD# 106928) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.