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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRIDGELIGHT FINANCIAL ADVISORS, INC

CRD 139518

SHELTON, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33c09940-cb92-af8f-ffc8-e4167a900c50

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Oct 9, 2025 to Sep 8, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $151MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $149M
Private client RAUM: $151MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $37.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 718
Individual clients: 210
High net worth clients: 36
Custody, client assets: $136M
SEC number: 801-134346
CRD: 139518
Filings on the tape: 4
First filed: Oct 9, 2025
Latest filed: Sep 8, 2026
Organised: Corporation, CT
Website: bridgelightadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM THOMAS LEAVITT	n/a	SHELTON, CT	9	32	2	no
Tyler Joseph D'Amore	n/a	SHELTON, CT	2	11	1	no
JAMES CHAD WATT	n/a	SHELTON, CT	0	10	3	no
Brenda Emily Ghossaini	n/a	SHELTON, CT	0	11	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$151M	$149M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	25.0%	2	1	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$151M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Registered with (7)

← Brenda Emily GhossainiAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← JAMES CHAD WATTAdvisorregistration: current employment
Jul 30, 2026 to presentfactForm ADV
← Tyler Joseph D'AmoreAdvisorregistration: current employment
May 29, 2024 to presentfactForm ADV
← WILLIAM THOMAS LEAVITTAdvisorregistration: previous registration
Mar 23, 2006 to Dec 31, 2015factForm ADV
← Aidan Christopher ReedAdvisorregistration: previous registration
Aug 27, 2025 to Jul 27, 2026factForm ADV
← Victor M Campos NunezAdvisorregistration: previous registration
Jun 3, 2022 to May 28, 2024factForm ADV
← MAURIEL ALEJANDRO VEGAAdvisorregistration: previous registration
Jan 6, 2017 to Jun 3, 2022factForm ADV

Dated events

Occurred
Jul 27, 2026
Advisor changed firm
Aidan Christopher Reed left Bridgelight Financial Advisors, Inc for Crestwood Advisors (registered 2026-05-27)
Form ADVobserved 4 days ago
Occurred
May 28, 2024
Advisor changed firm
Victor M Campos Nunez left Bridgelight Financial Advisors, Inc for Lido (registered 2024-01-05)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Mauriel Alejandro Vega left Bridgelight Financial Advisors, Inc for Cambridge Investment Research Advisors, Inc. (registered 2021-09-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33c09940-cb92-af8f-ffc8-e4167a900c50
First observed: Oct 9, 2025
Last observed: Sep 8, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIDGELIGHT FINANCIAL ADVISORS, INC

CRD 139518

SHELTON, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33c09940-cb92-af8f-ffc8-e4167a900c50

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM THOMAS LEAVITT

n/a

SHELTON, CT

Tyler Joseph D'Amore

n/a

SHELTON, CT

JAMES CHAD WATT

n/a

SHELTON, CT

Brenda Emily Ghossaini

n/a

SHELTON, CT

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$151M

$149M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$151M

n/a