# BRIDGELIGHT FINANCIAL ADVISORS, INC

BRIDGELIGHT FINANCIAL ADVISORS, INC of SHELTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 139518
- Type: SEC-registered investment adviser
- SEC file number: 801-134346
- Location: 1 ENTERPRISE DRIVE, SUITE 405, SHELTON, CT, 06484
- Phone: 203-795-7080
- Latest filing: 2026-03-03
- Regulatory AUM: $150.8M
- Discretionary AUM: $148.8M
- Non-discretionary AUM: $2.0M
- Clients: 3
- Accounts: 718

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| William Thomas Leavitt | PRESIDENT, CCO | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-05-03 | regulatory | THE BANKING COMMISSIONER'S STAFF ALLEGED THAT SFA HAD TAKEN CUSTODY OF A TRUST'S ASSETS BY ACTING AS TRUSTEE AND HAD FAILED TO AMEND ITS INVESTMENT ADVISORY FILINGS TO REFLECT THE EXISTENCE OF CUSTODY. THE STAFF ALSO ALLEGED THAT SFA WAS OPERATING A COLLEGE COUNSELING BUSINESS AND HAD NOT AMENDED IT… | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139518/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139518/similar
- Related entities: https://search.stillhousedata.com/firm/139518/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139518

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.