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Robert Holmes Bradley

Bradley Foster & Sargent Inc.

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About Robert Holmes Bradley

Robert Holmes Bradley is an investment advisor representative at Bradley Foster & Sargent Inc. Robert Bradley has been in the industry since July 1994 and is registered with the state of Connecticut and Massachusetts. Robert Bradley has passed the Series 7 General Securities Representative Examination and the Series 65 Uniform Investment Adviser Law Examination. Robert Bradley is associated with Bradley Foster & Sargent Inc. which is located in Hartford, CT. Bradley Foster & Sargent Inc. is a registered investment advisor firm that manages over $7 billion in assets for a variety of clients.

Firm Information

Robert Bradley 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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Robert Bradley’s Registration & Firm History

CT

07/25/1994 - Present

Bradley Foster & Sargent Inc. (HARTFORD CT)

NA

10/14/1993 - 07/12/1994

CONNING & COMPANY

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Licenses & Designations

IA

Issued 08/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Holmes Bradley.
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