William Leavitt
William Leavitt is a registered investment advisor at Bridgelight Financial Advisors, INC, based in Shelton, CT, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 246 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%, but Bridgelight retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
1 Enterprise Drive, Suite 405, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Regulatory
December 2017Other Business ActivitiesSells Insurance
William is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients for sales commissions. This activity takes about 10-20% of William's time.
Employment History
Current Registrations
Bridgelight Financial Advisors, INC
Previous Registrations
Senior Financial Advisors, INC
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
United Securities Group, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.