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Evan Peter Welch

Evan P. Welch

BRIDGEPORT FINANCIAL SOLUTIONS
Boxborough, MA 01719
Some features on this profile are disabled
CRD#: 2966271
Evan Peter Welch

Professional summary

Evan Peter Welch, AIF®, CFP®, CPWA®, who also goes by Evan Welch, is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Boxborough, Massachusetts.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Evan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evan Welch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Peter Welch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2001

CPWA®

Certified Private Wealth Advisor

Start date: 2022-09-29

Expire date: 2024-08-31

Experience

Current

July 3, 2024 - Present

BRIDGEPORT FINANCIAL SOLUTIONS

Office #1: 80 Central St., Ste. 150, Boxborough, MA 01719
RIA
CRD#: 325485
Boxborough, MA
Past

April 16, 2013 - December 31, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Boxborough, MA
Past

January 3, 2011 - July 15, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Boxborough, MA
Past

January 3, 2006 - January 4, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BOXBOROUGH, MA
Past

January 1, 2004 - December 31, 2005

CETERA ADVISORS LLC

RIA
CRD#: 10299
BOSTON, MA
Past

January 1, 2004 - December 31, 2005

CETERA ADVISORS LLC

BD
CRD#: 10299
BOSTON, MA
Past

November 15, 2002 - January 1, 2004

IFG ADVISORY SERVICES INC

RIA
CRD#: 105316
ATLANTA, GA
Past

October 31, 2001 - January 2, 2004

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

November 10, 1997 - November 2, 2001

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(7/3/2024)
IAR
Texas
(7/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/7/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630

RIA
Registered Investment Advisory firm - (4/10/2023 Approved)
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Contact information

Main Address
2700 N Central Ave Suite 1200, Phoenix, AZ 85004
Mailing Address
Phone number
(877) 411-2737
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEPORT WRAP BROCHURE (3/28/2025)
BRIDGEPORT ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,572
AUM (Assets Under Management)$ 484,508,230

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485Boxborough, MA 01719

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