AdFi
MS

Mitchell Sanford

Investment Adviser Representative at BRIDGEPORT FINANCIAL SOLUTIONS

Boxborough, MACRD #6978548Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/26/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 8/22/2018
Series 7
General Securities Representative Examination
Passed 11/8/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/6/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
$0 – $2 million1.25%
$2 million – $5 million1.00%
$5 million – $10 million0.80%
$10 million+0.00%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Bridgeport Financial Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BRIDGEPORT FINANCIAL SOLUTIONSCurrent
7/3/2024Boxborough, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
3/6/202412/31/2025Boxborough, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mitchell Sanford has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Mitchell Sanford - Financial Advisor in Boxborough, MA | AdvisorFinder