Donald Wright (CRD# 4479720) is an Investment Advisor Representative working at Wright Wealth Management LLC in Chevy Chase, MD and has over 22 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wright Wealth Management LLC | Chevy Chase, MD | Jan 2021 - Current | 3 |
Wells Fargo Clearing Services, LLC | Bethesda, MD | Nov 2016 - Oct 2020 | 3 |
Wells Fargo Advisors, LLC | Bethesda, MD | Apr 2015 - Nov 2016 | 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2015 | < 1 |
Morgan Stanley Smith Barney | Bethesda, MD | Jun 2009 - Apr 2015 | 5 |
Morgan Stanley & Company, Incorporated | Bethesda, MD | Apr 2007 - Apr 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- MD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD
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