Charles Savage Willauer
Investment Adviser Representative at Bradley Foster & Sargent Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Savage Willauer is an investment adviser representative with Bradley Foster & Sargent Inc in Portland, ME, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Rinet Company, LLC and Wellesley Investment Partners, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut, Florida, Maine, Massachusetts, Pennsylvania, Rhode Island, Texas, and Vermont.
Registrations & licenses
- Investment adviser:
- Connecticut, Florida, Maine, Massachusetts, Pennsylvania, Rhode Island, Texas, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wellesley Investment Partners, LLCAug 2016 – Apr 2020Wellesley, MA
- RINET Company, LLCMay 2020 – Mar 2022Boston, MA
- Bradley Foster & SargentAug 2025 – no end date reportedHartford, CT
- Clearstead TrustMar 2022 – Aug 2025Portland, ME
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bradley Foster & Sargent Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $2 million1.00%
- Next $3 million0.75%
- Remainder0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The BFS Equity Fund offers an equity investment fund strategy, with account opening and prospectus documents available to investors.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Hartford, CT
- SEC file number:
- 801-46616
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 6, 2026
View full firm profileOther advisors at Bradley Foster & Sargent Inc
Showing 12 of 25 in the directory
Similar advisors in Portland, ME
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Savage Willauer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched