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Managing Director · Bridgeport Financial Solutions

Clara Sierra

CRD 2034485 · Named on Form ADV at one SEC-registered adviser

At a glance

Bridgeport Financial Solutions, an SEC-registered wealth manager based in Phoenix, AZ with $1.0 billion in regulatory assets, lists Clara Sierra on its Form ADV as Managing Director, a control person.

Firms and roles

AtlasMembers

Clara’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Clara on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.