Wright Investors Service Inc.

Wright Investors Service Inc. (CRD# 106302) is a financial advisory firm headquartered in Shelton, CT. They manage $1,277,478,858 in 1,263 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,277
    MILLION
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $1,011,464
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, NE, NY, TX

Financial Advisors at Wright Investors Service Inc.
Showing 1 - 9 of 9 top financial advisors.
1
John J. Duffy
CRD#: 4579950
440 Wheelers Farms Road, Milford, CT 06460

John Duffy (CRD# 4579950) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has 1 year of experience in the finance industry.

2
Stephen C. Holmes
CRD#: 824098
Highlands Ranch, CO

Stephen Holmes (CRD# 824098) is an Investment Advisor Representative working at Wright Investors Service Inc. in Highlands Ranch, CO and has over 18 years of experience in the finance industry.

3
Amit S. Khandwala
CRD#: 2794288
2 Corporate Drive, Suite 770, Shelton, CT 06484

Amit Khandwala (CRD# 2794288) is an Investment Advisor Representative working at Wright Investors Service Inc. in Shelton, CT and has over 25 years of experience in the finance industry.

4
Donald R. Kunze
CRD#: 2563962
440 Wheelers Farms Road, Milford, CT 06460

Donald Kunze (CRD# 2563962) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 26 years of experience in the finance industry.

5
Gina Liburdi
CRD#: 2903743
440 Wheelers Farms Road, Milford, CT 06460

Gina Liburdi (CRD# 2903743) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 24 years of experience in the finance industry.

6
Richard P. McGuire
CRD#: 1083487
2 Corporate Drive, Suite 770, Shelton, CT 06484

Richard McGuire (CRD# 1083487) is an Investment Advisor Representative working at Wright Investors Service Inc. in Shelton, CT and has over 19 years of experience in the finance industry.

7
Mark F. Moyher
CRD#: 2739419
440 Wheelers Farms Road, Milford, CT 06460

Mark Moyher (CRD# 2739419) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 25 years of experience in the finance industry.

8
Robert Smith
CRD#: 2592947
440 Wheelers Farms Road, Milford, CT 06460

Robert Smith (CRD# 2592947) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 26 years of experience in the finance industry.

9
Mello A. Van Daalen
CRD#: 1456340
440 Wheelers Farms Road, Milford, CT 06460

Mello Van Daalen (CRD# 1456340) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 35 years of experience in the finance industry.

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