Robert Bradley has been Chairman of Bradley Foster & Sargent since July 1994, is a control person of the firm and directly owns between 10% and 25% of it. Robert Bradley holds a BA in History from Williams College and an MA in International Economics from Fletcher School of Law and Diplomacy.
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.
Robert Bradley is Chairman and Portfolio Manager of Bradley, Foster & Sargent, Inc. He founded the firm with Joseph D. Sargent and Timothy H. Foster. Earlier, he was president and CEO of Boston Private Bank & Trust Company, which he founded in 1985, and he spent 14 years with Citicorp.
- Bradley Foster & Sargent IncCurrent– present · 32 yearsHartford, CT · Adviser representative · Firm CRD 106928
Investment adviser representative registrations
Robert Bradley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 1994; the most recent is Texas, in July 2026.
- ConnecticutSince 27 June 1994
- MassachusettsSince 25 July 1994
- TexasResidentSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 1996 |
| Series 7 | General Securities Representative Examination | 13 October 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Holmes Bradley
- CRD
- 2401589
- Firm
- Bradley Foster & Sargent · CRD 106928
- Role
- Chairman
- Office
- 185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR, Hartford, CT 06103
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfsinvest.com
Where does Robert Bradley work?
Robert Bradley has been Chairman of Bradley Foster & Sargent Inc since July 1994, and is a control person of the firm.
Is Robert Bradley a financial advisor?
Yes. Robert Bradley has a current investment-adviser registration in Connecticut, Massachusetts and Texas, through Bradley Foster & Sargent since June 1994.
How many years of experience does Robert Bradley have?
Robert Bradley has 32 years in the financial industry, since June 1994, across 1 adviser firm.
What exams has Robert Bradley passed?
Robert Bradley has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in October 1993.
Where is Robert Bradley based?
Robert Bradley’s registered office is in Hartford, CT.
Is Robert Bradley registered with FINRA?
No. Robert Bradley has no current broker registration.
How can I verify Robert Bradley’s record?
Search CRD 2401589 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Bradley’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
- Cameron BurnsEVP
- Gregory MillerEVP
- Peter KirschenbaumEVP