Michael Wright, financial advisor Boston MA
70 score

Michael Wright

CRD Number: 6014779
Current Firm: The Colony Group, LLC

Michael Wright (CRD# 6014779) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 4 years of experience in the finance industry. Michael Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Colony Group, LLC Boston, MA Jul 2012 - Current 4
Mintz Levin Financial Advisors LLC Boston, MA Oct 2011 - Jun 2012 < 1
Unemployed Boston, MA Aug 2011 - Oct 2011 < 1
Boston University Boston, MA Jan 2011 - Jul 2011 < 1
Riemer & Braunstein LLP Boston, MA Sep 2008 - Dec 2010 2
Unemployed Hartford, MA May 2008 - Jul 2008 < 1
University Of Connecticut School Of Law Hartford, CT Aug 2007 - May 2008 < 1
Riemer & Braunstein LLP Boston, MA May 2007 - Aug 2007 < 1
University Of Connecticut School Of Law Hartford, CT Aug 2006 - May 2007 < 1
University Of Connecticut School Of Law Hartford, CT Jan 2006 - May 2007 1
State Of Connecticut Attorney General's Office Hartford, CT May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Michael T. Wright
Phone Number: 617-723-8200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,863
    MILLIONS
  • Total Number of Accounts
    6,766
    ACCOUNTS
  • Average Account Value
    $718,705
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT

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BADGES
70

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