Christina
Charest
Bradley Foster & Sargent Inc
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About this Advisor
Christina Charest is a financial advisor operating in Hartford, Connecticut with 5 years of industry experience. Charest currently works for Bradley Foster & Sargent Inc. They have spent their whole employment at Bradley Foster & Sargent Inc. Charest holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Connecticut and Florida. Bradley Foster & Sargent Inc is a financial advisory business that has its headquarters in Hartford, CT. The investment advisory business has offices in three locations and a total of 48 advisors. It oversees $6 billion in total assets among its 4,295 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 66 charitable organizations. Of its 4,295 accounts, just 13% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company provides 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. Financial management fees typically vary depending on the services offered. However, fee types billed by Bradley Foster & Sargent Inc may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bradley Foster & Sargent Inc Brokerage Details
$5,627,929,963
48
4,295
$1,310,345
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
Christina Charest Work History
Christina has been registered as a financial advisor for 5 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 Christina Charest 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
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
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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