Peter Kirschenbaum has been EVP of Bradley Foster & Sargent since November 2021, is not listed as a control person, but directly owns between 5% and 10% of the firm. Peter Kirschenbaum holds a BS in Management from the University of Massachusetts.
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.
Peter Kirschenbaum is Portfolio Manager of Bradley, Foster & Sargent, Inc. He is a member of the investment committee. He began his portfolio management career at Olson Mobeck Investment Advisors in 2000; earlier he was a senior financial consultant with Citizens Investment Services and an investment officer with First Union Capital Management and Fleet Management.
Peter Kirschenbaum’s longest registration was 13 years at People'S Securities, Inc. (2006–2020). Before joining Bradley Foster & Sargent in 2021, Peter Kirschenbaum was registered through People'S United Advisors, Inc. and People'S Securities, Inc.
- Bradley Foster & Sargent IncCurrent– present · 4 yearsHartford, CT · Adviser representative · Firm CRD 106928
- People'S United Advisors, Inc.– · 3 yearsWethersfield, CT · Adviser representative · Firm CRD 292454
- People'S Securities, Inc.– · 13 yearsWethersfield, CT · Adviser representative · Firm CRD 13704
- Olson Mobeck Investment Advisors, Inc– · 4 yearsRocky Hill, CT · Adviser representative · Firm CRD 105188
Investment adviser representative registrations
Peter Kirschenbaum is registered as an investment adviser representative in 4 states. The first approvals date from December 2021; the most recent is Florida, in January 2022.
- ConnecticutSince 13 December 2021
- FloridaSince 4 January 2022
- MassachusettsSince 23 December 2021
- Rhode IslandSince 20 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 February 2001 |
| Series 7 | General Securities Representative Examination | 9 March 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 October 1994 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 12 October 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 September 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Peter Jay Kirschenbaum
- CRD
- 1969579
- Firm
- Bradley Foster & Sargent · CRD 106928
- Role
- EVP
- Office
- 185 ASYLUM STREET, CITY PLACE II, 11TH FLOOR, Hartford, CT 06103-3402
- Registration
- Investment adviser registration
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfsinvest.com
Where does Peter Kirschenbaum work?
Peter Kirschenbaum has been EVP of Bradley Foster & Sargent Inc since November 2021.
Is Peter Kirschenbaum a financial advisor?
Yes. Peter Kirschenbaum has a current investment-adviser registration in Connecticut, Florida, Massachusetts and Rhode Island, through Bradley Foster & Sargent since December 2021.
How many years of experience does Peter Kirschenbaum have?
Peter Kirschenbaum has 24 years in the financial industry, since April 2002, across 4 adviser firms.
What exams has Peter Kirschenbaum passed?
Peter Kirschenbaum has passed 5 licensing exams: the Series 6, Series 26, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 1992.
Where did Peter Kirschenbaum work before Bradley Foster & Sargent?
Before Bradley Foster & Sargent, Peter Kirschenbaum was registered through People'S Securities, Inc., May 2006 to March 2020; Olson Mobeck Investment Advisors, Inc, April 2002 to June 2006.
Where is Peter Kirschenbaum based?
Peter Kirschenbaum’s registered office is in Hartford, CT.
Is Peter Kirschenbaum registered with FINRA?
No. Peter Kirschenbaum has no current broker registration.
How can I verify Peter Kirschenbaum’s record?
Search CRD 1969579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Kirschenbaum’s full registration record.
- Galan DaukasPresident and CEO
- Guergana RangatchevaChief Financial
- Andrew GordonChief Compliance Officer
- Rosa ChenDirector of Research and Portfolio Manager
- Eugene DaponteEVP
- Keith LaroseDirector
- Thomas SargentDirector
- Joseph WalkerChief Operations Officer
- Robert BradleyChairman
- Cameron BurnsEVP
- Gregory MillerEVP