Allison Elizabeth Conlon
Investment adviser representative at Bridgeport Financial Solutions
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- Bridgeport Financial SolutionsJun 2024 to now
- Cambridge Investmentn Research Advisors, IncMay 2013 to now
- Cambridge Investment Research, IncJan 2011 to now
- Sohn & AssociatesMay 2008 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Bridgeport Financial Solutions
Legal name: Bridgeport Financial Solutions LLC
$1BAssets managed
920Clients
13Advisers
3 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
- 5072510
- Firm CRD
- 325485