James Watt has been an investment adviser representative at Bridgelight Financial Advisors since July 2026, and is not listed among the firm’s executive officers or direct owners.
Bridgelight Financial Advisors, Inc is a Shelton, CT firm with $151M under management, 246 clients and 3 advisers in one office, as of its September 2026 filing.
James Watt’s longest registration was 3 years at Valic Financial Advisors, Inc. (2021–2024). Before joining Bridgelight Financial Advisors in 2026, James Watt was registered through Valic Financial Advisors, Inc. and Elevage Partners, LLC.
- – present · under a yearShelton, CT · Adviser representative · Firm CRD 139518
- Valic Financial Advisors, Inc.– · 3 yearsSomers, CT · Adviser representative · Firm CRD 42803
- Elevage Partners, LLC– · 1 yearLongmeadow, MA · Adviser representative · Firm CRD 158386
- Advice and Planning Services– · 2 yearsHartford, CT · Adviser representative · Firm CRD 20472
Investment adviser representative registrations
James Watt is registered as an investment adviser representative in Connecticut, since July 2026.
- ConnecticutSince 30 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 September 2016 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 18 February 2006 |
| Series 7 | General Securities Representative Examination | 2 December 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 August 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Chad Watt
- CRD
- 2499030
- Firm
- Bridgelight Financial Advisors · CRD 139518
- Office
- 1 ENTERPRISE DRIVE, SUITE 405, Shelton, CT 06484
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does James Watt work?
James Watt is an investment adviser representative registered through Bridgelight Financial Advisors, Inc since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Watt a financial advisor?
Yes. James Watt has a current investment-adviser registration in Connecticut, through Bridgelight Financial Advisors since July 2026.
How many years of experience does James Watt have?
James Watt has 25 years in the financial industry, since July 2001, across 4 adviser firms.
What exams has James Watt passed?
James Watt has passed 5 licensing exams: the Series 6, Series 7, Series 26, Series 66 and Series 63. The earliest, the Series 6, was passed in August 1996. FINRA credited James Watt with the SIE, which began in October 2018.
Where did James Watt work before Bridgelight Financial Advisors?
Before Bridgelight Financial Advisors, James Watt was registered through Valic Financial Advisors, Inc., June 2021 to December 2024; Elevage Partners, LLC, December 2018 to September 2020; Advice and Planning Services, September 2016 to November 2018.
Where is James Watt based?
James Watt’s registered office is in Shelton, CT.
Is James Watt registered with FINRA?
No. James Watt has no current broker registration.
How can I verify James Watt’s record?
Search CRD 2499030 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Watt’s full registration record.
