Bridgelight Financial Advisors, Inc
Firm details
- Headquarters
- Shelton, Connecticut
- CRD number
- 139518
- Registered since
- September 15, 2025
- Website
- bridgelightadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals59.52%
- HNWI40.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bridgelight Financial Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm works primarily with individual and family clients and provides financial planning and portfolio management services tailored to individuals and small businesses. It also operates as an insurance broker and charges clients on a percentage-of-AUM basis and via hourly fees. The ADV indicates the firm is SEC-registered (2025), is not a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents4%
Contacts
3 of 4
William Leavitt
Founder & Principal AdvisorCRD 2408292
James Watt
Financial AdvisorCRD 2499030
Tyler D'amore
Associate, Financial AdvisorCRD 7377107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shelton, CT
Fairfield
Location
Shelton, CT
Headquartered in Shelton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 1 Enterprise Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cooper Financial Services, Inc.
RIAShelton, CT
Ganim Private Wealth
RIAShelton, CT
Constitution Investment Advisory and Portfolio Management
RIAShelton, CT
Innovative Asset Advisors Group
RIAShelton, CT
Wright Private Asset Management LLC
RIAShelton, CT
Myfinancialpro, LLC
RIAShelton, CT