# BRIDGEPORT FINANCIAL SOLUTIONS LLC

BRIDGEPORT FINANCIAL SOLUTIONS LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 325485
- Type: SEC-registered investment adviser
- SEC file number: 801-127630
- Location: 2700 N CENTRAL AVE, SUITE 1200, PHOENIX, AZ, 85004
- Phone: 877-411-2737
- Latest filing: 2026-06-22
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $10.8M
- Clients: 9
- Accounts: 2,755

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Eric Schwartz | TRUSTEE | Fairfield, IA |
| Miller Aaron | MANAGER | Chicago, IL |
| Amy Lynn Webber | MANAGER | — |
| Colleen Mcguire Bell | MANAGER | — |
| Jeffrey Francis Vivacqua | MANAGER | — |
| Seth Aaron Miller | MANAGER | — |
| Andrea Lynn Shafer | CHIEF SUPERVISION OFFICER | — |
| Carla Jean Stone | CHIEF ACCOUNTING OFFICER | — |
| Tammy Ann Robbins | MANAGER | — |
| Stephen Michael Youhn | CHIEF COMPLIANCE OFFICER | — |
| Richard Henry Kuhlman | CHIEF LEGAL OFFICER | — |
| Eddie Thomas Rollins | MANAGING DIRECTOR | — |
| Kelly A Schwartz | TRUSTEE | — |
| YOUHN STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| ROLLINS EDDIE THOMAS | MANAGING DIRECTOR | — |
| SCHWARTZ ERIC | MANAGER; TRUSTEE | — |
| WEBBER AMY LYNN | MANAGER | — |
| BOYLES RICHARD CHARLES | MANAGER | — |
| STONE CARLA JEAN | CHIEF ACCOUNTING OFFICER | — |
| VIVACQUA JEFFREY FRANCIS | MANAGER | — |
| BELL COLLEEN MCGUIRE | MANAGER | — |
| Graham Nelson Murphy | CHIEF TECHNOLOGY OFFICER | — |
| Shafer Andrea Lynn | CHIEF SUPERVISION OFFICER | — |
| Robbins Tammy Ann | MANAGER | — |
| Kuhlman Richard Henry | CHIEF LEGAL OFFICER; SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | — |


## Disclosures (17)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325485/similar
- Related entities: https://search.stillhousedata.com/firm/325485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325485

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.