Jeffrey Marsted, financial advisor Hartford CT

Jeffrey Marsted

CRD Number: 4356184
Current Firm: Bradley Foster & Sargent Inc.

Jeffrey Marsted (CRD# 4356184) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Bradley, Foster & Sargent, Inc. Hartford, CT Oct 1995 - Current 28

Jeffrey Marsted has no recent exams reported.
Contact Info for Jeffrey G. Marsted
Phone Number: 860-527-8050
Firm Website: http://www.bfsinvest.com
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    6,849
    MILLIONS
  • Total Number of Accounts
    4,468
    ACCOUNTS
  • Average Account Value
    $1,532,794
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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