Michael WrightCRD 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 6 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|The Colony Group, LLC||Boston, MA||Jul 2012 - Current||5|
|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|
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
Total Assets Under Management4,863MILLIONS
Total Number of Accounts6,766ACCOUNTS
Average Account Value$718,705
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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