Galan Daukas has been President and CEO of Bradley Foster & Sargent since January 2022, is a control person of the firm and directly owns between 5% and 10% of it. Galan Daukas holds a BA in English & Economics from Dartmouth College and an MA in Economics & Finance from Trinity College.
Bradley Foster & Sargent Inc is a Hartford, CT firm with $9.07B under management, 1,944 clients and 32 advisers across 9 offices, as of its April 2026 filing.
Galan G. Daukas is Chief Executive Officer & President of Bradley, Foster & Sargent. He is responsible for day-to-day leadership of the firm and for directing its long-term growth and business strategy, and he also serves on the investment committee and board of directors. He has over 35 years of investment management, wealth management, mutual fund, and trust experience. He held executive leadership positions at Harbor Capital Management, The Managers Funds division of Affiliated Managers Group, and Fleet Investment Advisors, and began his career in portfolio management with Drexel Burnham Lambert.
Professional designations
Listed by Bradley Foster & Sargent
- CFA®
- CFP®
Investment adviser representative registrations
Galan Daukas is registered as an investment adviser representative in 5 states. The first approvals date from March 2021; the most recent is Massachusetts, in June 2021.
- ConnecticutSince 29 March 2021
- FloridaSince 3 June 2021
- MassachusettsSince 29 June 2021
- New YorkSince 29 March 2021
- Rhode IslandSince 29 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 2004 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 5 March 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 January 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Galan George Daukas
- CRD
- 1617862
- Firm
- Bradley Foster & Sargent · CRD 106928
- Role
- President and CEO
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfsinvest.com
Where does Galan Daukas work?
Galan Daukas has been President and CEO of Bradley Foster & Sargent Inc since January 2022, and is a control person of the firm.
Is Galan Daukas a financial advisor?
Yes. Galan Daukas has a current investment-adviser registration in Connecticut, Florida, Massachusetts, New York and Rhode Island, through Bradley Foster & Sargent since March 2021.
How many years of experience does Galan Daukas have?
Galan Daukas has 19 years in the financial industry, since January 2007, across 1 adviser firm.
What exams has Galan Daukas passed?
Galan Daukas has passed 4 licensing exams: the Series 65, Series 6, Series 26 and Series 63. The earliest, the Series 65, was passed in August 1998. FINRA credited Galan Daukas with the SIE, which began in October 2018.
Is Galan Daukas registered with FINRA?
No. Galan Daukas has no current broker registration.
Is Galan Daukas a CFP?
Bradley Foster & Sargent lists Galan Daukas with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Galan G. Daukas, CFA®, CFP® biography, bfsinvest.com
Is Galan Daukas a CFA charterholder?
Bradley Foster & Sargent lists Galan Daukas with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
Source: Galan G. Daukas, CFA®, CFP® biography, bfsinvest.com
How can I verify Galan Daukas’ record?
Search CRD 1617862 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Galan Daukas’ full registration record.