Unclaimed Profile

Eric Schwartz

BRIDGEPORT FINANCIAL SOLUTIONS LLC·FAIRFIELD, Iowa

SIE, Series 7, Series 24, Series 53, Series 63, Series 79TO, Series 99TOClean recordBRIDGEPORT FINANCIAL SOLUTIONS LLC

1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556CRD# 1203799Firm CRD# 325485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Schwartz · FAIRFIELD, IA

Registration

CRD #1203799 · BRIDGEPORT FINANCIAL SOLUTIONS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEPORT FINANCIAL SOLUTIONS LLC

CRD 325485 · SEC 801-127630

Employees

Total firm employees

Services offered by BRIDGEPORT FINANCIAL SOLUTIONS LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIDGEPORT FINANCIAL SOLUTIONS LLC →

Introduction

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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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