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William Stuart Wright

THOMAS WRIGHT ASSET MANAGEMENT, INC.·SAN JUAN, Puerto Rico
Clean recordTHOMAS WRIGHT ASSET MANAGEMENT, INC.
53 CALLE PALMERAS, SAN JUAN, PR 00901-2408CRD# 4537584Firm CRD# 105192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Stuart Wright · SAN JUAN, PR
Registration
CRD #4537584 · THOMAS WRIGHT ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Stuart Wright is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with THOMAS WRIGHT ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THOMAS WRIGHT ASSET MANAGEMENT, INC.
THOMAS WRIGHT ASSET MANAGEMENT, INC.
AUM
$295M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THOMAS WRIGHT ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4537584
Firm CRD# 105192
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Stuart Wright offer?
William Stuart Wright specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are William Stuart Wright's credentials?
William Stuart Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Stuart Wright located?
William Stuart Wright is based in SAN JUAN, Puerto Rico, working with THOMAS WRIGHT ASSET MANAGEMENT, INC.. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does William Stuart Wright charge for services?
William Stuart Wright's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMAS WRIGHT ASSET MANAGEMENT, INC.?
THOMAS WRIGHT ASSET MANAGEMENT, INC. has approximately 1 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THOMAS WRIGHT ASSET MANAGEMENT, INC.

Thomas Stuart Wright
MT. PLEASANT, SC

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Research
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