Steve Youhn

Chief Compliance Officer

steve.youhn@bridgeport.financial

Steve Youhn has more than 30 years of experience in the financial services industry. As Chief Compliance Officer of BridgePort Financial Solutions (BridgePort), he oversees the firm’s compliance policies, procedures, and framework. Steve is also responsible for implementing and executing compliance, regulatory, and service policies, as well as related systems and practices for BridgePort’s financial advisors. His work ensures alignment with SEC rules, federal and state securities regulations, and other applicable industry laws.

Steve earned a Juris Doctor from Stetson University, an MBA from the University of Florida, and a bachelor’s degree from the University of South Florida. He has worked as an attorney with the U.S. Securities and Exchange Commission and the Chicago Board Options Exchange in addition to serving as CCO for several large firm dual registrants.

He also holds FINRA Series 7, 14, 24, 53, and 63 licenses.

BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.


 

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