Unclaimed Profile

Peter Morse Donovan

WRIGHT PRIVATE ASSET MANAGEMENT LLC·GREENWICH, Connecticut

Series 2, Series 65Clean record30 years registeredWRIGHT PRIVATE ASSET MANAGEMENT LLC

177 WEST PUTNAM AVENUE, GREENWICH, CT 06830-5230CRD# 1134808Firm CRD# 139570

Profile Verification

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

Identity

Peter Morse Donovan · GREENWICH, CT

Registration

CRD #1134808 · WRIGHT PRIVATE ASSET MANAGEMENT LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WRIGHT PRIVATE ASSET MANAGEMENT LLC

WRIGHT INVESTORS SERVICE INC

Apr 1996 – Jan 2018

MILFORD, CT

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · April 12, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WRIGHT PRIVATE ASSET MANAGEMENT LLC

CRD 139570 · SEC 801-66231

AUM

$61M

Regulatory assets under management

Employees

88 client accounts

Services offered by WRIGHT PRIVATE ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WRIGHT PRIVATE ASSET MANAGEMENT LLC →

Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Morse Donovan offer?

Peter Morse Donovan specializes in Investment Management, Wealth Management.

What are Peter Morse Donovan's credentials?

Peter Morse Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Morse Donovan located?

Peter Morse Donovan is based in GREENWICH, Connecticut, last registered with WRIGHT PRIVATE ASSET MANAGEMENT LLC.

How does Peter Morse Donovan charge for services?

Peter Morse Donovan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WRIGHT PRIVATE ASSET MANAGEMENT LLC?

WRIGHT PRIVATE ASSET MANAGEMENT LLC has approximately 18 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →