Elizabeth Wright, financial advisor Southington CT

Elizabeth Wright

CRD Number: 5748392
Current Firm: Osaic Institutions, Inc.

Elizabeth Wright (CRD# 5748392) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southington, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Dec 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Elizabeth B. Wright
Phone Number: 203-599-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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