Derek Wright, financial advisor San Diego CA

Derek Wright

CRD Number: 7075030
Current Firm: Fidelity Personal And Workplace Advisors

Derek Wright (CRD# 7075030) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments San Diego, CA Feb 2019 - Current 3
Bank Of America San Diego, CA Jan 2018 - Feb 2019 1
Cmtm Inc. Encinitas, CA Nov 2017 - Jan 2018 < 1
Viewridge Funding LLC San Diego, CA Jul 2017 - Nov 2017 < 1
Cmtm Inc. Encinitas, CA Jan 2014 - Jul 2017 3
Illumination Wealth Management San Diego, CA Jan 2016 - May 2016 < 1
Unemployed/full-time Education San Diego, CA Jun 2013 - Jan 2014 < 1
Andover Healthcare Inc. Salisbury, MA Jan 2013 - Jun 2013 < 1
Playland Arcade Hampton, NH May 2009 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Derek M. Wright
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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