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Eugene A Daponte

Bradley Foster & Sargent Inc.

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About Eugene A Daponte

Eugene A. Daponte is an Investment Advisor Representative at Bradley Foster & Sargent Inc. Eugene has been in the industry since 2000. Eugene A. Daponte holds a Series 65 license for Investment Advisor Representatives. Eugene A. Daponte holds a Series 7 license and a SIE license for Broker-Dealer Representatives. The advisor is registered with the following states: California, Colorado, Connecticut, Florida, Maine, Massachusetts, New York, North Carolina, South Carolina, and Vermont. The firm's primary office is located in Hartford, Connecticut. The firm offers Financial Planning, Educational Seminars, and Portfolio Management services. The firm is registered with the SEC as an Investment Advisor.

Firm Information

Eugene Daponte 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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Eugene Daponte’s Registration & Firm History

CT

11/09/2022 - Present

Bradley Foster & Sargent Inc. (HARTFORD CT)

CT

09/22/2006 - 07/17/2017

PEOPLE'S SECURITIES, INC. (WETHERSFIELD CT)

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Licenses & Designations

IA

Issued 06/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eugene A Daponte.
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