AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AS

Andrew J. Sohn

BRIDGEPORT FINANCIAL SOLUTIONS
Boxborough, MA 01719
Some features on this profile are disabled
CRD#: 2992123
AS

Professional summary

Andrew Joseph Sohn, AIF®, ChFC®, who also goes by Aj Sohn, is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Boxborough, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Andrew has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aj Sohn

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 Andrew Joseph Sohn'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

ChFC®

Chartered Financial Consultant

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

January 3, 2011 - 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

September 30, 2008 - January 4, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BOXBOROUGH, MA
Past

January 7, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 7, 1998 - January 4, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BOXBOROUGH, MA

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
Florida
(10/28/2025)
IAR
Massachusetts
(7/3/2024)
IAR
New Hampshire
(10/2/2025)
IAR
Texas
(7/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/6/1998
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: 1/2/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/2013
General Securities Principal 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Andrew Sohn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.