Unclaimed Profile

Kelly Robert Wright

ARMSTRONG, FLEMING & MOORE, INC.·WASHINGTON, District of Columbia

Series 7, Series 63Clean record14 years registeredARMSTRONG, FLEMING & MOORE, INC.

1850 M STREET, NW, WASHINGTON, DC 20036CRD# 1830529Firm CRD# 107347

Profile Verification

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

Identity

Kelly Robert Wright · WASHINGTON, DC

Registration

CRD #1830529 · ARMSTRONG, FLEMING & MOORE, INC. · 14 years registered

Brand Profile

Not yet started

Career History

VERDENCE CAPITAL ADVISORS, LLC

Jun 2022 – present

CONGRESS WEALTH MANAGEMENT LLC

Apr 2021 – Apr 2022

COLUMBIA, MD

PINNACLE ADVISORY GROUP, INC.

Sep 2016 – May 2021

COLUMBIA, MD

ARMSTRONG, FLEMING & MOORE, INC.

Sep 2011 – Sep 2016

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 20, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARMSTRONG, FLEMING & MOORE, INC.

CRD 107347 · SEC 801-38960

AUM

$1.0B

Regulatory assets under management

Employees

447 client accounts

Services offered by ARMSTRONG, FLEMING & MOORE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARMSTRONG, FLEMING & MOORE, INC. →

Introduction

Speak with Kelly

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

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

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kelly Robert Wright offer?

Kelly Robert Wright specializes in Financial Planning, Investment Management. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Kelly Robert Wright's credentials?

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

Where is Kelly Robert Wright located?

Kelly Robert Wright is based in WASHINGTON, District of Columbia, working with ARMSTRONG, FLEMING & MOORE, INC.. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Kelly Robert Wright charge for services?

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

How large is ARMSTRONG, FLEMING & MOORE, INC.?

ARMSTRONG, FLEMING & MOORE, INC. has approximately 20 employees and manages $1.0B 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 →