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Gregory Michael Miller

Bradley Foster & Sargent Inc.

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About Gregory Michael Miller

Gregory Miller is an Investment Advisor Representative with Bradley Foster & Sargent Inc. Gregory Miller has been in the industry since June 2010, and is registered to provide investment advice in Connecticut, Florida, and Illinois. Gregory Miller is also registered with FINRA and has passed the Series 7 and Series 66 exams. Bradley Foster & Sargent Inc. manages over $7 billion in assets and provides financial planning, investment management, and educational seminars. Their clientele includes high-net-worth individuals, corporations, investment companies, and charitable organizations.

Firm Information

Gregory Miller 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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Gregory Miller’s Registration & Firm History

CT

09/30/2021 - Present

Bradley Foster & Sargent Inc. (HARTFORD CT)

CT

06/18/2010 - 02/03/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 08/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Michael Miller.
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