RIA Intelligence

BRIDGELIGHT FINANCIAL ADVISORS, INC

CRD #139518 SEC #801-134346 SHELTON, CT 203-795-7080
SEC Registered
Total AUM
$155.8M
Discretionary
$153.9M
Employees
3
Clients
101
Accounts
748

Firm Details

Organization Type
Corporation
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEAVITT, WILLIAM, THOMASIPRESIDENT, CCOE Control
LEAVITT, WILLIAM, THOMASIPRESIDENT, CCOE Control
LEAVITT, WILLIAM, THOMASIPRESIDENT, CCOE Control

Registrations

Federal

IA
Dec 2, 2025 REGISTERED

Notice Filings (4)

CT FL NH NY

Address

1 ENTERPRISE DRIVE, SUITE 405
SHELTON, CT 06484
United States
Phone: 203-795-7080