Unclaimed Profile

Donald Anthony Wright

CRESCENT GROVE ADVISORS, LLC·LAKE FOREST, Illinois

SIE, Series 7, Series 63Clean record23 years registeredCRESCENT GROVE ADVISORS, LLC

100 NORTH FIELD DRIVE, LAKE FOREST, IL 60045CRD# 4187472Firm CRD# 170912

Profile Verification

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

Identity

Donald Anthony Wright · LAKE FOREST, IL

Registration

CRD #4187472 · CRESCENT GROVE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CRESCENT GROVE ADVISORS

May 2015 – present

BMO ASSET MANAGEMENT CORP.

Jun 2012 – May 2015

CHICAGO, IL

M&I INVESTMENT MANAGEMENT CORP.

Jun 2010 – Jun 2012

MILWAUKEE, WI

THE AYCO COMPANY,L.P.

Feb 2003 – Mar 2010

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 20, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESCENT GROVE ADVISORS, LLC

CRD 170912 · SEC 801-79577

AUM

$4.5B

Regulatory assets under management

Employees

359 client accounts

Services offered by CRESCENT GROVE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESCENT GROVE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Anthony Wright offer?

Donald Anthony Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Donald Anthony Wright's credentials?

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

Where is Donald Anthony Wright located?

Donald Anthony Wright is based in LAKE FOREST, Illinois, working with CRESCENT GROVE ADVISORS, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Donald Anthony Wright charge for services?

Donald Anthony 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 CRESCENT GROVE ADVISORS, LLC?

CRESCENT GROVE ADVISORS, LLC has approximately 34 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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