Cameron
Burns

Bradley Foster & Sargent Inc

CRD#2079054
Investment Advisor
in Hartford, CT

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About this Advisor

Cameron Burns is a financial advisor who works out of Hartford, Connecticut with 12 years of industry experience. Burns is an employee of Bradley Foster & Sargent Inc. They have been an employee of Bradley Foster & Sargent Inc for their whole career. Burns holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut and Texas. Bradley Foster & Sargent Inc is a business based out of Hartford, CT. It has offices in three locations and a total of 48 advisors. It oversees $6 billion in total assets between its 4,295 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 66 charities and foundations. Of its 4,295 customer accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in assets. Bradley Foster & Sargent Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Bradley Foster & Sargent Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

185 Asylum Street City Place Ii, 11Th Floor
Hartford, CT 06103-3402

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Bradley Foster & Sargent Inc Brokerage Details

Total Assets Under Management

$5,627,929,963

CT Average: $5,297,377,271
Total Number of Employees

48

CT Average: 35
Total Number of Accounts

4,295

CT Average: 690
Average Account Size

$1,310,345

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Cameron Burns Work History

Cameron has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Bradley, Foster & Sargent, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cameron Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bradley Foster & Sargent Inc

Christopher Sargent
Hartford, CT
James Paldino
Hartford, CT
Gregory Miller
Hartford, CT
Cameron Burns
Hartford, CT
Joseph Ciarleglio
Hartford, CT
Joshua Peteet
Hartford, CT
Rosa Chen
Hartford, CT
Stephen Childs
Hartford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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