Wright Investors Service Inc.

Wright Investors Service Inc. (CRD# 106302) is a financial advisory firm headquartered in Shelton, CT. They manage $1,292,546,493 in 1,247 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,293
    MILLION
  • Total Number of Accounts
    1,247
    ACCOUNTS
  • Average Account Value
    $1,036,525
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, NE, NV, NY, PA, TX

Financial Advisors at Wright Investors Service Inc.
Showing 1 - 8 of 8 top financial advisors.
1
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 20 years of experience in the finance industry.

2
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 27 years of experience in the finance industry.

3
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 29 years of experience in the finance industry.

4
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 26 years of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
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 27 years of experience in the finance industry.

7
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 29 years of experience in the finance industry.

8
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 38 years of experience in the finance industry.

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