Bradley Foster & Sargent Inc.
Bradley Foster & Sargent Inc. (CRD# 106928) is a financial advisory firm headquartered in Hartford, CT. They manage $6,848,522,146 in 4,468 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management6,849MILLION
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Total Number of Accounts4,468ACCOUNTS
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Average Account Value$1,532,794
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Robert Bradley (CRD# 2401589) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 27 years of experience in the finance industry.
Cameron Burns (CRD# 2079054) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 33 years of experience in the finance industry.
Christina Charest (CRD# 7042242) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 5 years of experience in the finance industry.
Joseph Ciarleglio (CRD# 6938721) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 5 years of experience in the finance industry.
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.
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.
David Korzendorfer (CRD# 1511200) 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.
Keith Larose (CRD# 1380847) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 38 years of experience in the finance industry.
Roger Manternach (CRD# 2719029) 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.
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.