CRD: 139518
Bridgelight Financial Advisors, INC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- North timberCrest wave
- Established Date
- 03-23-2006
- Office Locations
- 1
Office Locations
About Bridgelight Financial Advisors, INC
Bridgelight Financial Advisors is a Shelton, CT RIA focused on helping retirees and pre-retirees transition into retirement with client-centered, comprehensive financial planning. The team builds tailored retirement income plans addressing tax strategy, Social Security decisions, health care and long-term care planning, and ongoing investment planning. Portfolios are implemented primarily with ETFs, with Schwab as a key custodian.
Team overview
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Asset Classes
Client Personas
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Investment Vehicles
Platform
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Owner & Executives
WILLIAM THOMAS LEAVITT
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2408292
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tyler Joseph D'Amore
Financial Advisor, General Partner
- CRD
- #7377107
Aidan Christopher Reed
--
- CRD
- #8152776
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,751,038 | $208,335 |
| Non-Discretionary | $2,025,971 | $506,493 |
| Total | $150,777,009 | $209,996 |
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Separately Managed Accounts
Total SMA Asset: $150,777,009
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,262,242,947 | 24.8% |
| Public Funds | $2,315,808,632 | 45.5% |
| Cash | $1,511,637,723 | 29.7% |
| Total | $5,089,689,302 | 100.0% |