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Director of Research and Portfolio Manager · Bradley Foster & Sargent Inc

Rosa Y. Chen

CRD 2506305 · Named on Form ADV at one SEC-registered adviser

At a glance

Bradley Foster & Sargent Inc, an SEC-registered wealth manager based in Hartford, CT with $9.1 billion in regulatory assets, lists Rosa Y. Chen on its Form ADV as Director of Research and Portfolio Manager.

Firms and roles

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Rosa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Rosa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rosa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.