Charles Savage Willauer
Investment adviser representative at Bradley Foster & Sargent Inc
10 yearsExperience
8 statesRegistered in
$9.1BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bradley Foster & Sargent IncAug 2025 to now
- Clearstead TrustMar 2022 to Aug 2025
- Rinet Company, LLCMay 2020 to Mar 2022
- Wellesley Investment Partners, LLCAug 2016 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 8 states (CT, FL, MA, ME, PA, RI, TX, VT).
Bradley Foster & Sargent Inc
$9.1BAssets managed
1,944Clients
24Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4431267
- Firm CRD
- 106928