Bradley Foster & Sargent Inc.

Bradley Foster & Sargent Inc. (CRD# 106928) is a financial advisory firm headquartered in Hartford, CT. They manage $6,124,652,315 in 3,640 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,125
    MILLION
  • Total Number of Accounts
    3,640
    ACCOUNTS
  • Average Account Value
    $1,682,597
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bradley Foster & Sargent Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Robert H. Bradley
CRD#: 2401589
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103

Robert Bradley (CRD# 2401589) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 26 years of experience in the finance industry.

2
Cameron H. Burns
CRD#: 2079054
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Cameron Burns (CRD# 2079054) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 31 years of experience in the finance industry.

3
Christina L. Charest
CRD#: 7042242
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Christina Charest (CRD# 7042242) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 3 years of experience in the finance industry.

4
Joseph P. Ciarleglio
CRD#: 6938721
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Joseph Ciarleglio (CRD# 6938721) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 4 years of experience in the finance industry.

5
Timothy H. Foster
CRD#: 4356172
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103

Timothy Foster (CRD# 4356172) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.

6
Peter J. Kirschenbaum
CRD#: 1969579
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Peter Kirschenbaum joined Bradley, Foster & Sargent in November, 2021 as Executive Vice President. He serves as a Portfolio Manager and is a Member of the Investment Committee. Peter has over 25 years of investment experience. In 2000, he began his portfolio management career at Olson Mobeck Investment Advisors. For more than two decades, he has been a trusted advisor to individual and institutional clients. Prior to Olson Mobeck, Mr. Kirschenbaum was a Senior Financial Consultant with Citizens Investment Services and an Investment Officer with First Union Capital Management and Fleet Management.

7
David P. Korzendorfer
CRD#: 1511200
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

David Korzendorfer (CRD# 1511200) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 36 years of experience in the finance industry.

8
Keith G. Larose
CRD#: 1380847
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103

Keith Larose (CRD# 1380847) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 37 years of experience in the finance industry.

9
Roger H. Manternach
CRD#: 2719029
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Roger Manternach (CRD# 2719029) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 18 years of experience in the finance industry.

10
Jeffrey G. Marsted
CRD#: 4356184
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103

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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