Matthew
Landon
Bradley Foster & Sargent Inc
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About this Advisor
Matthew Landon is a financial advisor based in Westerly, Rhode Island, working with Bradley Foster & Sargent Inc. Matthew has previously worked at Fusion Analytics Securities LLC, Commonwealth Financial Network, Lpl Financial, LLC, and Napatree Capital LLC. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Rhode Island. Currently, Matthew is part of Bradley Foster & Sargent Inc, which operates 8 offices and employs 57 individuals. The firm manages $7.7 billion in assets and serves both charitable organizations and high-net-worth clients. 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
$7,676,519,110
57
4,546
$1,688,632
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
Matthew Landon Work History
Napatree Capital LLC
Lpl Financial, LLC
Commonwealth Financial Network
Fusion Analytics Securities LLC
Disclosures
Please visit the SEC profile of Matthew Landon 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
Westerly, RI
Hartford, CT
Hartford, CT
Hartford, CT
Westerly, RI
Hartford, CT
Hartford, CT
Hartford, CT
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