Mitchell Sanford
Investment adviser representative at Bridgeport Financial Solutions
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Bridgeport Financial SolutionsJun 2024 to now
- Cambridge Investment Research Advisors, Inc.Feb 2024 to now
- Cambridge Investment Research, Inc.Aug 2023 to now
- Ropes and GraySep 2022 to Aug 2023
- FidelityApr 2021 to Sep 2022
- LPL Financial LLCFeb 2021 to Apr 2021
- Gwfs EquitiesJul 2018 to Feb 2021
- Montana State UniversityAug 2017 to Jul 2018
- Zebra Cocktail LoungeAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6978548
- Firm CRD
- 325485