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Eric Schwartz

BRIDGEPORT FINANCIAL SOLUTIONS LLC·FAIRFIELD, Iowa
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1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556CRD# 1203799Firm CRD# 325485
01

About

Eric Schwartz is a registered financial advisor based in FAIRFIELD, Iowa, affiliated with BRIDGEPORT FINANCIAL SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BRIDGEPORT FINANCIAL SOLUTIONS LLC
BRIDGEPORT FINANCIAL SOLUTIONS
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BRIDGEPORT FINANCIAL SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADVISORY FEES FROM THIRD PARTY MANAGERS
Regulatory
SEC/IARD CRD# 1203799
Firm CRD# 325485
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Schwartz offer?
Eric Schwartz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, Iowa for a consultation.
What are Eric Schwartz's credentials?
Eric Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Schwartz located?
Eric Schwartz is based in FAIRFIELD, Iowa, working with BRIDGEPORT FINANCIAL SOLUTIONS LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Eric Schwartz charge for services?
Eric Schwartz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advisory fees from third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEPORT FINANCIAL SOLUTIONS LLC?
BRIDGEPORT FINANCIAL SOLUTIONS LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in FAIRFIELD
Jeffrey Francis Vivacqua — BRIDGEPORT FINANCIAL SOLUTIONS LLCCarol Lynn Fischer — CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Mary Sue Schwartz — CONTINUITY PARTNERS GROUP, LLCThomas John Anderson — CONTINUITY PARTNERS GROUP, LLCAmy Lynn Webber — BRIDGEPORT FINANCIAL SOLUTIONS LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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