BridgeLight Financial Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bridgelight Financial Advisors serves individual investors and families — including high-net-worth clients — as well as trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, limited-scope consulting, and advice on held-away accounts such as variable life insurance, annuities, and employer-sponsored retirement plans.
The firm takes an active, discretionary approach to portfolio management, allocating among mutual funds, ETFs, equities, fixed income and cash and rebalancing at least annually to align portfolios with client profiles. Its advisory process combines asset-allocation guidance with fundamental, technical and quantitative analysis and includes written financial plans, periodic reviews and coordination with clients’ other professionals.
Notably, some of the firm’s registered advisory personnel are also licensed insurance agents who sell life insurance, long-term care products and fixed annuities and receive commission-based compensation for those activities (the brochure indicates those insurance activities represent a meaningful portion of advisors’ time). The firm also discloses potential conflicts tied to rollover recommendations and third-party compensation for annuity sales, and it has a prior regulatory consent order addressing custody and ancillary business disclosures that the firm says was addressed through remedial action.
Client services
Expertise
Fee options
Fixed fees for financial planning services, negotiated and agreed upon in advance
Up to 1.50% annually, negotiable based on client circumstances
$325/hour for limited scope consulting projects and financial planning hourly work
Account minimum: $250,000
Main office
1 Enterprise Drive, Suite 405
Shelton CT 06484
Advisors at this office
4
Most active in
Connecticut · Florida · New Hampshire · New York
Also doing business as
Bridgelight Financial Advisors, Inc · Senior Financial Advisors, Inc · Senior Financial Advisors, Inc. · Senior Financial Advisors, LLC · Senior Financial College Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William L
Series 63, Series 65
Shelton, CT
BridgeLight Financial Advisors, Inc
William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc. based in Shelton, CT. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Senior Financial Advisors, Inc. since 2006. Additionally, he is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, using an active, discretionary approach that incorporates asset allocation, fundamental, technical, and quantitative analysis.
Tyler D
Series 65
Shelton, CT
BridgeLight Financial Advisors, Inc
Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.
Brenda G
Series 66
Shelton, CT
BridgeLight Financial Advisors, Inc
Brenda Ghossaini is a financial advisor at BridgeLight Financial Advisors, Inc with two years of industry experience. She holds the Series 66 designation and previously worked at Infinex Investments, Inc and Newtown Savings Bank/Osaic Institutions Inc. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, employing an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.
James W
Series 63, Series 66
Shelton, CT
BridgeLight Financial Advisors, Inc
James Watt is a financial advisor at BridgeLight Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including True North Insurance, Agia, Valic Financial Advisors, and TIAA-CREF. BridgeLight Financial Advisors serves individual investors and families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, limited-scope consulting, and advice on held-away accounts, using an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.
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