Stephen Wright, financial advisor Covington KY

Stephen Wright

CRD Number: 3248597
Current Firm: Mcf Advisors, LLC

Stephen Wright (CRD# 3248597) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 24 years of experience in the finance industry. Stephen 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
Mcf Advisors LLC Covington, KY Feb 2017 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2017 2
Morgan Stanley Smith Barney Edgewood, KY Jun 2009 - Feb 2017 7
Morgan Stanley & Company Incorporated Cincinnati, OH Feb 2009 - Feb 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
Contact Info for Stephen A. Wright
Phone Number: 859-392-8600
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    2,325
    MILLIONS
  • Total Number of Accounts
    4,178
    ACCOUNTS
  • Average Account Value
    $556,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, FL, IL, IN, KY, MD, MI, MO, NC, NY, OH, SC, TN, TX, VA

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