William T. Leavitt

BRIDGELIGHT FINANCIAL ADVISORS,

Shelton, CT 06484

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CRD#: 2408292

Professional summary

William Thomas Leavitt is a registered financial advisor currently at BRIDGELIGHT FINANCIAL ADVISORS, INC located in Shelton, Connecticut.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

William Leavitt is a licensed independent insurance agent since 1995, for sales commissions, he may recommend to clients the purchase of insurance and/or annuity products from various insurance companies. Estimated hours per week is 15 hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Leavitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2017 - Present

BRIDGELIGHT FINANCIAL ADVISORS, INC

Office #1: 1 Enterprise Drive, Suite 405, Shelton, CT 06484

RIA

CRD#: 139518

Shelton, CT

Past

March 23, 2006 - December 31, 2015

BRIDGELIGHT FINANCIAL ADVISORS, INC

RIA

CRD#: 139518

SHELTON, CT

Past

February 14, 2002 - April 6, 2006

OSAIC FS, INC.

RIA

CRD#: 3870

ORANGE, CT

Past

July 8, 2000 - April 6, 2006

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 26, 1997 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

Past

November 5, 1996 - March 4, 1997

UNITED SECURITIES GROUP, INC.

CRD#: 37749

FARMINGTON, CT

Past

December 13, 1994 - February 14, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 13, 1994 - February 14, 1996

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

December 15, 1993 - February 28, 1994

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIDGELIGHT FINANCIAL ADVISORS, INC

BRIDGELIGHT FINANCIAL ADVISORS, INC | SENIOR FINANCIAL COLLEGE PLANNING | SENIOR FINANCIAL ADVISORS, LLC | SENIOR FINANCIAL ADVISORS, INC. | SENIOR FINANCIAL ADVISORS, INC

CRD#: 139518 / SEC#: 801-134346

RIA

Registered Investment Advisory firm - (9/15/2025 Approved)

Connecticut

Registered Investment Advisory firm - (10/21/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/1993

General Securities Representative Examination

Current Firm

BRIDGELIGHT FINANCIAL ADVISORS, INC

BRIDGELIGHT FINANCIAL ADVISORS, INC | SENIOR FINANCIAL COLLEGE PLANNING | SENIOR FINANCIAL ADVISORS, LLC | SENIOR FINANCIAL ADVISORS, INC. | SENIOR FINANCIAL ADVISORS, INC

CRD#: 139518 / SEC#: 801-134346

RIA

Registered Investment Advisory firm - (9/15/2025 Approved)

Connecticut

Registered Investment Advisory firm - (10/21/2025 Terminated)

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Contact information

Main Address

1 Enterprise Drive, Suite 405, Shelton, CT 06484

Mailing Address

Phone number

(203) 795-7080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	680
AUM (Assets Under Management)	$ 139,027,913

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William T. Leavitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Leavitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGELIGHT FINANCIAL ADVISORS, INC

OSAIC FS, INC.

OSAIC FS, INC.

POLARIS FINANCIAL SERVICES, INC.

UNITED SECURITIES GROUP, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

BRIDGELIGHT FINANCIAL ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/1999

Series 63

Date: 12/17/1993

Series 7

Date: 12/14/1993

Current Firm

BRIDGELIGHT FINANCIAL ADVISORS, INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGELIGHT FINANCIAL ADVISORS, INC

TRUST BUT VERIFY

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