Rosa
Chen
Bradley Foster & Sargent Inc
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About this Advisor
Rosa Chen is a financial advisor based in Hartford, Connecticut, working with Bradley Foster & Sargent Inc. Rosa has previously held positions at Bradley, Foster & Sargent and New England Asset Management. Rosa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Massachusetts, New York, and Virginia. Currently, Rosa is part of Bradley Foster & Sargent Inc, which operates out of Hartford, Connecticut. The firm has 6 offices and 49 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Bradley Foster & Sargent Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bradley Foster & Sargent Inc Brokerage Details
$6,848,522,146
49
4,468
$1,532,794
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
Rosa Chen Work History
Bradley, Foster & Sargent
New England Asset Management
Disclosures
Please visit the SEC profile of Rosa Chen 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 6/19/2024. 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.
