William Thomas Leavitt
Investment adviser representative at Bridgelight Financial Advisors, Inc
20 yearsExperience
1 stateRegistered in
$150.8MFirm assets
1 yearFirm in business
Are you William Thomas Leavitt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Bridgelight Financial Advisors, IncJan 2017 to now
- Senior Financial Advisors, IncFeb 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CT).
Bridgelight Financial Advisors, Inc
$150.8MAssets managed
246Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2408292
- Firm CRD
- 139518