Andrew Wright, financial advisor Uniontown OH

Andrew Wright

CRD Number: 7077546
Current Firm: Prudential Financial Planning Services

Andrew Wright (CRD# 7077546) is an Investment Advisor Representative working at Prudential Financial Planning Services in Uniontown, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Uniontown, OH May 2019 - Current 3
Pruco Securities, LLC Uniontown, OH Feb 2019 - Current 3
Cleveland Clinic Uniontown, OH Jun 2013 - Current 9
Crunch Fitness Sarasota, FL Jan 2012 - Jun 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2020
S65 NASAA Investment Advisors Law Examination Jun 2021
Contact Info for Andrew Wright
Phone Number: 800-235-7637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    14,969
    MILLIONS
  • Total Number of Accounts
    92,200
    ACCOUNTS
  • Average Account Value
    $162,356
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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