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Peter Morse Donovan

WRIGHT PRIVATE ASSET MANAGEMENT LLC·GREENWICH, Connecticut
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177 WEST PUTNAM AVENUE, GREENWICH, CT 06830-5230CRD# 1134808Firm CRD# 139570
01

About

Peter Morse Donovan is a registered financial advisor based in GREENWICH, Connecticut, affiliated with WRIGHT PRIVATE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WRIGHT PRIVATE ASSET MANAGEMENT LLC
WRIGHT PRIVATE ASSET MANAGEMENT LLC
AUM
$61M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at WRIGHT PRIVATE ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1134808
Firm CRD# 139570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Morse Donovan offer?
Peter Morse Donovan specializes in Investment Management, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
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, working with WRIGHT PRIVATE ASSET MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
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.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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