Bradley Foster & Sargent Inc.

Bradley Foster & Sargent Inc. (CRD# 106928) is a financial advisory firm headquartered in Hartford, CT. They manage $2,796,290,538 in 2,800 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,796
    MILLION
  • Total Number of Accounts
    2,800
    ACCOUNTS
  • Average Account Value
    $998,675
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.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WI

Financial Advisors at Bradley Foster & Sargent Inc.
Showing 1 - 10 of 12 top financial advisors.
1
David P. Korzendorfer
CRD#: 1511200
185 Asylum Street, City Place Ii, Hartford, CT 06103
96
Wealthminder
score

David Korzendorfer (CRD# 1511200) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 30 years of experience in the finance industry.

2
Robert H. Bradley
CRD#: 2401589
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103
93
Wealthminder
score

Robert Bradley (CRD# 2401589) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 20 years of experience in the finance industry.

3
Cameron H. Burns
CRD#: 2079054
185 Asylum Street, City Place Ii, Hartford, CT 06103
93
Wealthminder
score

Cameron Burns (CRD# 2079054) 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.

4
Keith G. Larose
CRD#: 1380847
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103
93
Wealthminder
score

Keith Larose (CRD# 1380847) 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.

5
Roger H. Manternach
CRD#: 2719029
185 Asylum Street, City Place Ii, Hartford, CT 06103
93
Wealthminder
score

Roger Manternach (CRD# 2719029) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 13 years of experience in the finance industry.

6
Gregory M. Miller
CRD#: 2264508
185 Asylum Street, City Place Ii, Hartford, CT 06103
93
Wealthminder
score

Gregory Miller (CRD# 2264508) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 6 years of experience in the finance industry.

7
William R. Peelle
CRD#: 1266569
185 Asylum Street, City Place Ii, Hartford, CT 06103
93
Wealthminder
score

William Peelle (CRD# 1266569) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 32 years of experience in the finance industry.

8
Carlton R. Copp
CRD#: 53899
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103
87
Wealthminder
score

Carlton Copp (CRD# 53899) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.

9
Timothy H. Foster
CRD#: 4356172
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103
87
Wealthminder
score

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.

10
Jeffrey G. Marsted
CRD#: 4356184
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103
87
Wealthminder
score

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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.