Donald Kunze (CRD# 2563962) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 29 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wright Private Asset Management LLC | Milford, CT | Mar 2010 - Current | 14 |
| Wright Investors' Service Distributors, Inc. | Milford, CT | Jan 2006 - Current | 18 |
| Wright Investors' Service | Milford, CT | Mar 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- CT
-
Total Assets Under Management1,293MILLIONS
-
Total Number of Accounts1,247ACCOUNTS
-
Average Account Value$1,036,525
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CT, FL, IL, NE, NV, NY, PA, TX
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