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).

By the Numbers
  • Total Assets Under Management
    6,849
    MILLION
  • 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
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, MT, 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 11 - 19 of 19 top financial advisors.
11
Gregory M. Miller
CRD#: 2264508
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Gregory Miller (CRD# 2264508) 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.

12
Joshua O. Peteet
CRD#: 6589376
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Joshua Peteet (CRD# 6589376) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 8 years of experience in the finance industry.

13
Thomas D. Sargent
CRD#: 1593933
185 Asylum Street, Cityplace Ii, 11th Floor, Hartford, CT 06103

Thomas Sargent (CRD# 1593933) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.

14
Rosa Y. Chen
CRD#: 2506305
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Rosa Chen (CRD# 2506305) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 22 years of experience in the finance industry.

15
Stephen T. Childs
CRD#: 7186661
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Stephen Childs (CRD# 7186661) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.

16
Galan G. Daukas
CRD#: 1617862
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Galan Daukas (CRD# 1617862) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has over 25 years of experience in the finance industry.

17
Michele L. Matzinger
CRD#: 7400164
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Michele Matzinger (CRD# 7400164) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Hartford, CT and has 1 year of experience in the finance industry.

18
James V. Paldino
CRD#: 5943873
185 Asylum Street, City Place Ii, 11th Floor, Harrtford, CT 06103

James Paldino (CRD# 5943873) is an Investment Advisor Representative working at Bradley Foster & Sargent Inc. in Harrtford, CT and has 1 year of experience in the finance industry.

19
Christopher T. Sargent
CRD#: 7146718
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT 06103

Christopher Sargent (CRD# 7146718) 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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