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William Thomas Leavitt

Bridgelight Financial Advisors, Inc.

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About William Thomas Leavitt

William Leavitt is a financial advisor with Bridgelight Financial Advisors, Inc. located in Shelton, CT. William Leavitt has been in the industry since 1993 and has a Series 7, Series 63, and Series 65 license. William Leavitt has experience in various aspects of financial planning including college planning, portfolio management for individuals, and educational seminars. William Leavitt is also a licensed insurance agent.

Firm Information

William Leavitt is currently registered with Bridgelight Financial Advisors, Inc.. Bridgelight Financial Advisors, Inc. is an independent investment advisory firm based in [Location] with a focus on providing financial planning and portfolio management services to individuals. They offer a range of services, including college planning and educational seminars. The firm manages approximately $95.9 million in assets for over 200 clients, primarily individuals.

$95.94M

Assets Under Management

211

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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college planning - provide advice on cash flow and portfolio management for parents of college bound students

College planning - provide advice on cash flow and portfolio management for parents of college bound students

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Leavitt’s Registration & Firm History

CT

01/05/2017 - Present

Bridgelight Financial Advisors, Inc. (SHELTON CT)

IN

07/08/2000 - 04/06/2006

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NH

02/26/1997 - 07/08/2000

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

CT

11/05/1996 - 03/04/1997

UNITED SECURITIES GROUP, INC. (FARMINGTON CT)

MA

12/13/1994 - 02/14/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/13/1994 - 02/14/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CO

12/15/1993 - 02/28/1994

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 06/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William Thomas Leavitt. Review regulatory record here.
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