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Thomas Stuart Wright

THOMAS WRIGHT ASSET MANAGEMENT, INC.·MT. PLEASANT, South Carolina
Series 63, Series 65Clean record37 years registeredTHOMAS WRIGHT ASSET MANAGEMENT, INC.
782 JOHNNIE DODDS BLVD., MT. PLEASANT, SC 29464CRD# 1943409Firm CRD# 105192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Stuart Wright · MT. PLEASANT, SC
Registration
CRD #1943409 · THOMAS WRIGHT ASSET MANAGEMENT, INC. · 37 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THOMAS WRIGHT ASSET MANAGEMENT, INC.
May 1989Jun 2017
MT. PLEASANT, SC
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · May 23, 1989
Years registered · 37
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
Introduction

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05

Frequently Asked Questions

What services does Thomas Stuart Wright offer?
Thomas Stuart Wright specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are Thomas Stuart Wright's credentials?
Thomas Stuart Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Stuart Wright located?
Thomas Stuart Wright is based in MT. PLEASANT, South Carolina, last registered with THOMAS WRIGHT ASSET MANAGEMENT, INC..
How does Thomas Stuart Wright charge for services?
Thomas 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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