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Keith Glenn Larose

Bradley Foster & Sargent Inc.

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About Keith Glenn Larose

Keith Glenn Larose is an investment advisor representative with Bradley Foster & Sargent Inc. Keith has been in the industry since 1985 and is licensed in several states including California, Connecticut, Florida, Massachusetts, Rhode Island and Texas. Keith has extensive experience in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Keith is a graduate of the University of Connecticut.

Firm Information

Keith Larose 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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Keith Larose’s Registration & Firm History

CT

04/24/2012 - Present

Bradley Foster & Sargent Inc. (HARTFORD CT)

CT

02/14/1994 - 02/08/2000

HARTFORD FINANCIAL GROUP, INC. (HARTFORD CT)

NA

10/18/1988 - 12/31/1993

E. T. ANDREWS & CO., INC.

NA

07/24/1985 - 10/24/1988

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 03/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1991

Series 24 - General Securities Principal Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Keith Glenn Larose. Review regulatory record here.
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