William Leavitt has been President, CCO of Bridgelight Financial Advisors since June 2005, is a control person of the firm and directly owns 75% or more of it.
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.
Bill Leavitt is Founder and Principal Advisor of Bridgelight Financial Advisors, based in Shelton, CT. He is an investment advisor and financial planner with more than two decades of experience. He specializes in working with pre-retirees, retirees and professionals.
William Leavitt’s longest registration is the current one, 9 years at Bridgelight Financial Advisors since 2017. Before joining Bridgelight Financial Advisors in 2017, William Leavitt was registered through Jefferson Pilot Securities Corp.
- – present · 9 yearsShelton, CT · Adviser representative · Firm CRD 139518
- Jefferson Pilot Securities Corp– · 4 yearsOrange, CT · Adviser representative · Firm CRD 3870
Investment adviser representative registrations
William Leavitt is registered as an investment adviser representative in Connecticut, since January 2017.
- ConnecticutSince 5 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1993 |
| Series 7 | General Securities Representative Examination | 14 December 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Thomas Leavitt
- CRD
- 2408292
- Firm
- Bridgelight Financial Advisors · CRD 139518
- Role
- President, CCO
- Office
- 1 ENTERPRISE DRIVE, SUITE 405, Shelton, CT 06484
- Registration
- Investment adviser registration
- In the industry since
- June 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bridgelightadvisors.com
Where does William Leavitt work?
William Leavitt has been President, CCO of Bridgelight Financial Advisors, Inc since June 2005, and is a control person of the firm.
Is William Leavitt a financial advisor?
Yes. William Leavitt has a current investment-adviser registration in Connecticut, through Bridgelight Financial Advisors since January 2017.
How many years of experience does William Leavitt have?
William Leavitt has 30 years in the financial industry, since June 1996, across 2 adviser firms.
What exams has William Leavitt passed?
William Leavitt has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1993.
Where did William Leavitt work before Bridgelight Financial Advisors?
Before Bridgelight Financial Advisors, William Leavitt was registered through Senior Financial Advisors, Inc, March 2006 to December 2015; Jefferson Pilot Securities Corp, February 2002 to April 2006.
Where is William Leavitt based?
William Leavitt’s registered office is in Shelton, CT.
Is William Leavitt registered with FINRA?
No. William Leavitt has no current broker registration.
How can I verify William Leavitt’s record?
Search CRD 2408292 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Leavitt’s full registration record.