Unclaimed Profile

Stephen Alan Wright

MCF ADVISORS, LLC·COVINGTON, Kentucky

SIE, Series 7, Series 31, Series 66CFPClean record26 years registeredMCF ADVISORS, LLC

50 E. RIVERCENTER BLVD.,, COVINGTON, KY 41011CRD# 3248597Firm CRD# 130372

Profile Verification

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

Identity

Stephen Alan Wright · COVINGTON, KY

Registration

CRD #3248597 · MCF ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MCF ADVISORS, LLC

Feb 2017 – present

MORGAN STANLEY

Jun 2009 – Feb 2017

CINCINNATI, OH

MORGAN STANLEY & CO. INCORPORATED

Feb 2009 – Jun 2009

EDGEWOOD, KY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 1999 – Feb 2009

FORT MITCHELL, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · November 29, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCF ADVISORS, LLC

CRD 130372 · SEC 801-62765

AUM

$2.9B

Regulatory assets under management

Employees

4,260 client accounts

Services offered by MCF ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCF ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Alan Wright offer?

Stephen Alan Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Stephen Alan Wright's credentials?

Stephen Alan Wright holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Alan Wright located?

Stephen Alan Wright is based in COVINGTON, Kentucky, working with MCF ADVISORS, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Stephen Alan Wright charge for services?

Stephen Alan 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 MCF ADVISORS, LLC?

MCF ADVISORS, LLC has approximately 34 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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