Michele
Matzinger
Bradley Foster & Sargent Inc
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About this Advisor
Michele Matzinger is a chartered financial analyst working out of Hartford, Connecticut with 2 years of industry experience. Matzinger currently works for Bradley Foster & Sargent Inc. They have spent their complete career at Bradley Foster & Sargent Inc. Matzinger is able to advise clients in Connecticut. Bradley Foster & Sargent Inc is a registered investment firm based in Hartford, CT. It has offices in three locations and a total of 48 people on staff. It administers $6 billion in assets across its 4,295 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 66 charities and foundations. Of its 4,295 accounts, just 13% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a diverse range 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 advisory fee schedules largely vary depending on the financial services offered. However, fees charged by Bradley Foster & Sargent Inc may include 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
Michele Matzinger Work History
Michele has been registered as a financial advisor for 2 years.*
New England Asset Management
*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 Michele Matzinger 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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