Michele Lynch Matzinger
Investment adviser representative at Bradley Foster & Sargent Inc
18 yearsExperience
4 statesRegistered in
CFADesignation
$9.1BFirm assets
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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
18 years in the industry.
- Bradley Foster and Sargent, IncApr 2021 to now
- New England Asset ManagementJan 2008 to Apr 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, MA, NY).
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
- 7400164
- Firm CRD
- 106928