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Christina Lee Charest

Bradley Foster & Sargent Inc.

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About Christina Lee Charest

Christina Charest is an Investment Advisor Representative with Bradley Foster & Sargent Inc. Christina has been in the industry since June 2004. Christina is registered with the state of Connecticut and Florida. Christina has passed the Uniform Investment Adviser Law Examination. Christina works in the Hartford, Connecticut office of Bradley Foster & Sargent Inc. Christina's specializations include portfolio management for individuals, businesses, investment companies and pooled investment vehicles. The firm's specializations include financial planning, educational seminars, and portfolio management. The firm serves a variety of clients, including high-net-worth individuals, corporations, charities, and pooled investment vehicles. The firm manages over $7 billion in assets.

Firm Information

Christina Charest is currently registered with Bradley Foster & Sargent Inc.. Bradley Foster & Sargent Inc. is an investment advisor with $7.25 billion in regulatory assets under management. Based in HARTFORD, CT, the firm primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They offer a range of services including financial planning, portfolio management for individuals and businesses, and educational seminars.
Bradley Foster & Sargent Inc.

185 ASYLUM STREET

HARTFORD, CT 06103-3402

$7.25B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina Charest’s Registration & Firm History

CT

01/01/2025 - Present

Bradley Foster & Sargent Inc. (HARTFORD CT)

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Licenses & Designations

IA

Issued 12/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Lee Charest.
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