Unclaimed Profile

Kelley Ray Wright

KELLEY WRIGHT & COMPANY, INC.·CARLSBAD, California

Series 7, Series 22, Series 24, Series 6328 years registeredKELLEY WRIGHT & COMPANY, INC.

2888 LOKER AVENUE EAST, CARLSBAD, CA 92010CRD# 1356322Firm CRD# 118358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelley Ray Wright · CARLSBAD, CA

Registration

CRD #1356322 · KELLEY WRIGHT & COMPANY, INC. · 28 years registered

Brand Profile

Not yet started

Career History

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

May 1998 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · May 11, 1998

Years registered · 28

Disclosure History

1996Customer Dispute·Dismissed

1994Customer Dispute·Settled

1982Criminal·Final Disposition

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KELLEY WRIGHT & COMPANY, INC.

CRD 118358 · SEC 801-67945

AUM

$63M

Regulatory assets under management

Employees

145 client accounts

Services offered by KELLEY WRIGHT & COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KELLEY WRIGHT & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Kelley Ray Wright offer?

Kelley Ray Wright specializes in Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Kelley Ray Wright's credentials?

Kelley Ray Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelley Ray Wright located?

Kelley Ray Wright is based in CARLSBAD, California, working with KELLEY WRIGHT & COMPANY, INC.. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Kelley Ray Wright charge for services?

Kelley Ray Wright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLEY WRIGHT & COMPANY, INC.?

KELLEY WRIGHT & COMPANY, INC. has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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