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William Stuart Wright

THOMAS WRIGHT ASSET MANAGEMENT, INC.·SAN JUAN, Puerto Rico
Series 65Clean record25 years registeredTHOMAS 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. · 25 years registered
Brand Profile
Not yet started
01

Career History

THOMAS WRIGHT ASSET MANAGEMENT, INC.
Jun 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 27, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOMAS WRIGHT ASSET MANAGEMENT, INC.
CRD 105192 · SEC 801-96292
AUM
$295M
Regulatory assets under management
Employees
1
61 client accounts
Services offered by THOMAS WRIGHT ASSET MANAGEMENT, INC.
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 THOMAS WRIGHT ASSET MANAGEMENT, INC. →
Introduction

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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
Advisor Fees in Puerto RicoNational Fee Analysis
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