Michael William Mallon
Investment adviser representative at Bridgeport Financial Solutions
16 yearsExperience
2 statesRegistered in
$1BFirm assets
3 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 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
16 years in the industry.
- Bridgeport Financial SolutionsJun 2024 to now
- Cambridge Investment Research Advisors, Inc.May 2016 to now
- Cambridge Investment Research, Inc.Oct 2015 to now
- Foliage, Inc.Dec 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 6566942
- Firm CRD
- 325485