James C. Watt

BRIDGELIGHT FINANCIAL ADVISORS

SHELTON, CT 06484

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CRD#: 2499030

Professional summary

James Chad Watt, who also goes by J. Chad Watt, James C. Watt, James Watt, Chad Watt, is a registered financial advisor currently at BRIDGELIGHT FINANCIAL ADVISORS, INC located in Shelton, Connecticut.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 10 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

J. Chad Watt | James C. Watt | James Watt | Chad Watt

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.

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products BTE TRIVIA ENTERTAINMENT LLC POSITION: Host NATURE: Hosting group trivia at local restaurants in Connecticut. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 1 Lindon Street., Unit A12, Norwalk CT 06851, United States DESCRIPTION: Hosting group trivia at local restaurants in Connecticut. Ask questions and communicate results to each team participating.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Chad Watt'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

July 30, 2026 - Present

BRIDGELIGHT FINANCIAL ADVISORS, INC

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

RIA

CRD#: 139518

SHELTON, CT

Past

June 29, 2021 - December 20, 2024

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

SOMERS, CT

Past

June 11, 2021 - December 20, 2024

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

NASHUA, NH

Past

December 6, 2018 - September 29, 2020

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

Longmeadow, MA

Past

September 30, 2016 - November 5, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

HARTFORD, CT

Past

July 25, 2016 - November 5, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

HARTFORD, CT

Past

May 1, 2014 - April 19, 2016

MML DISTRIBUTORS, LLC

CRD#: 38030

ENFIELD, CT

Past

March 8, 2007 - May 1, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

ENFIELD, CT

Past

April 26, 2005 - July 9, 2007

MML DISTRIBUTORS, LLC

CRD#: 38030

ENFIELD, CT

Past

February 15, 2001 - November 22, 2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

June 15, 2000 - February 7, 2001

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

June 11, 1997 - September 14, 1998

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

August 26, 1996 - May 9, 1997

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

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
(7/30/2026)

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

Series 63

Date: 7/2/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/30/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/23/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/18/2006

Investment Company Products/Variable Contracts Principal 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 (3/3/2026)

Regulatory assets under management

Total Number of Accounts	718
AUM (Assets Under Management)	$ 150,777,009

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

James C. Watt

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Chad Watt's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

ELEVAGE PARTNERS, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MML DISTRIBUTORS, LLC

MML INVESTORS SERVICES, LLC

MML DISTRIBUTORS, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CETERA WEALTH SERVICES, LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

MFS FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

BRIDGELIGHT FINANCIAL ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/2021

Series 66

Date: 9/30/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/2/1997

Series 6

Date: 8/23/1996

Series 26

Date: 2/18/2006

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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