Brenda E. Alcantara

BRIDGELIGHT FINANCIAL ADVISORS

SHELTON, CT 06484

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CRD#: 7635409

Professional summary

Brenda Emily Alcantara is a registered financial advisor currently at BRIDGELIGHT FINANCIAL ADVISORS, INC located in Shelton, Connecticut.

Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brenda has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Emily Alcantara'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

August 4, 2026 - Present

BRIDGELIGHT FINANCIAL ADVISORS, INC

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

RIA

CRD#: 139518

SHELTON, CT

Past

March 25, 2024 - March 25, 2026

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

NEWTOWN, CT

Past

December 2, 2023 - March 25, 2026

OSAIC INSTITUTIONS, INC.

CRD#: 35371

NEWTOWN, CT

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
(8/4/2026)

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

IAR

Series 66

Date: 3/22/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/5/2023

Securities Industry Essentials 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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Brenda E. Alcantara

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Emily Alcantara's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGELIGHT FINANCIAL ADVISORS, INC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

Primary Firm SEC Registration

BRIDGELIGHT FINANCIAL ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/22/2024

Series 7TO

Date: 12/2/2023

SIE

Date: 8/5/2023

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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