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David Jack Dixon

Bradley Foster & Sargent Inc.

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About David Jack Dixon

David Dixon is a Registered Representative associated with Bradley Foster & Sargent Inc. David is a Chartered Financial Analyst and has been in the industry since March 2014. David's current registrations include: California, Connecticut and Florida. Bradley Foster & Sargent Inc. has a main office in Hartford, Connecticut.

Firm Information

David Dixon 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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David Dixon’s Registration & Firm History

CT

10/21/2024 - Present

Bradley Foster & Sargent Inc. (Hartford CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jack Dixon.
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