Bridgeport Financial Solutions

Firm record

As recorded in SEC IAPD

Firm CRD

325485

SEC number

801-127630

Firm type

RIA

Assets under management

$1.0B as of Jun 22, 2026

Website

www.bridgeport.financial ↗

Phone

877-411-2737

Address

2700 N Central Ave, Phoenix, AZ, 85004

Advisors at this firm

12 in our index · page 1 of 1

• Allison Elizabeth ConlonCRD 5072510 · Boxborough, MA
  IA RegisteredRegistration inactive
• Kole Denning CookCRD 7258321 · Roseville, CA
  IA Registered
• Robin Alan HallCRD 2715046 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Michael William MallonCRD 6566942 · Malden, MA
  IA RegisteredRegistration inactive
• Mark A NelsonCRD 5587472 · West Des Moines, IA
  IA RegisteredBroker
• Brian Allen PeardonCRD 4819319 · Roseville, CA
  IA RegisteredRegistration inactive
• Luke PerryCRD 5223887 · Fairfield, IA
  IA RegisteredRegistration inactive
• Andrew Joseph SohnCRD 2992123 · Boxborough, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mitchell SanfordCRD 6978548 · Boxborough, MA
  IA RegisteredRegistration inactive
• Avangeline SubsinCRD 6595794 · Fairfield, IA
  IA RegisteredRegistration inactive
• Evan Peter WelchCRD 2966271 · Boxborough, MA
  IA RegisteredRegistration inactive
• Justin Duwayne ZeimetCRD 6938001 · Fairfield, IA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.