Donald M. Wright

WRIGHT WEALTH MANAGEMENT LLC

Chevy Chase, MD

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CRD#: 4479720

Professional summary

Donald Matthew Wright is a registered financial advisor currently at WRIGHT WEALTH MANAGEMENT LLC located in Chevy Chase, Maryland.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Donald has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Licensed insurance professional; Same address; Less than 10% of business time. 2. RENTAL PROPERTY, INVESTMENT RELATED, BETHANY BEACH, DE. CO-OWNER, START: 6/30/2014, 0 HOURS/MONTH, 0 DURING TRADING, LANDLORD. 3. KENWOOD WHOLESALE LLC, NOT INV RELATED, CHEVY CHASE, MD, 100% OWNERSHIP, START 8/1/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, BUY CARS WHOLESALE AND THEN SELL THEM TO RETAIL DEALERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Matthew Wright's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 19, 2021 - Present

WRIGHT WEALTH MANAGEMENT LLC

RIA

CRD#: 312237

Chevy Chase, MD

Past

April 24, 2015 - November 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BETHESDA, MD

Past

April 24, 2015 - November 23, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BETHESDA, MD

Past

June 1, 2009 - April 30, 2015

MORGAN STANLEY

RIA

CRD#: 149777

BETHESDA, MD

Past

June 1, 2009 - April 30, 2015

MORGAN STANLEY

CRD#: 149777

BETHESDA, MD

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BETHESDA, MD

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BETHESDA, MD

Past

May 13, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BETHESDA, MD

Past

February 20, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BETHESDA, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/22/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/7/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/19/2002

General Securities Representative Examination

Current Firm

WRIGHT WEALTH MANAGEMENT LLC

D. WRIGHT FINANCIAL | WRIGHT WEALTH MANAGEMENT LLC

CRD#: 312237 / SEC#:

Maryland

Registered Investment Advisory firm - (1/19/2021 Approved)

Virginia

Registered Investment Advisory firm - (12/8/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Chevy Chase, MD

Mailing Address

Phone number

(301) 461-8318

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald M. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Matthew Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/22/2002

SIE

Date: 10/1/2018

Series 31

Date: 3/7/2002

Series 7

Date: 2/19/2002

Current Firm

WRIGHT WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

WRIGHT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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