Stephen Alan Wright

Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 02/2017
  Morgan Stanley & Co. Incorporated
  Cincinnati, OH
• 06/2009 → 02/2017
  Morgan Stanley Smith Barney
  Edgewood, KY
• 01/2015 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2017 → Present
  Mcf Advisors Llc
  Covington, KY

Previous Registrations

• 2009-06-01 → 2017-02-20
  Morgan Stanley
  Edgewood, KY
  Cincinnati, OH
• 2009-02-06 → 2009-06-01
  Morgan Stanley & Co. Llc
  Edgewood, KY
  Cincinnati, OH
• 1999-11-29 → 2009-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Mitchell, KY
  Fort Mitchell, KY

Other Businesses

1. LICENSED INSURANCE AGENT: HEALTH, LIFE, VARIABLE LIFE, VARIABLE ANNUITY / INVESTMENT-RELATED: YES / 50 E RIVERCENTER BLD #300, COVINGTON, KY 41011/ NATURE OF BUSINESS: INSURANCE / TITLE: LICENSED INSURANCE AGENT / START DATE: 04/2000 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: INSURANCE PRODUCT SUPPORT 2. PALMS UP HOLDINGS, LLC | NATURE OF BUS: REAL ESTATE HOLDING COMPANY | INVST REL: N | TITLE: CO-OWNER | DUTIES: HOLDING COMPANY OWNS BUILDING OTHER CO-OWNER'S BUSINESS LEASES | START DATE: 04/2023 | TOTAL HOURS PER MONTH: 0 | SEC TRADING HOURS PER MONTH: 0 3. THE SALVATION ARMY | NATURE OF BUS: SERVICE ORGANIZATION | INVST REL: N | TITLE: ADVISORY BOARD MEMBER | DUTIES: BOARD MEMBER | START DATE: 10/2025 | TOTAL HOURS PER MONTH: <5 | SEC TRADING HOURS PER MONTH: <5 4. FELLOWSHIP OF BUSINESS LEADERS | NATURE OF BUS: NON-PROFIT | INVST REL: N | TITLE: SECRETARY | DUTIES: BOARD MEMBER | START DATE: 12/2025 | TOTAL HOURS PER MONTH: <5 | SEC TRADING HOURS PER MONTH: 0 5. FELLOWSHIP OF CHRISTIAN ATHLETES NKY REGION | NATURE OF BUS: NON-PROFIT | INVST REL: N | TITLE: ADVISORY BOARD MEMBER | DUTIES: BOARD MEMBER | START DATE: 08/2024 | TOTAL HOURS PER MONTH: <5 | SEC TRADING HOURS PER MONTH: <5 6. THOMAS MORE UNIVERSITY | NATURE OF BUS: EDUCATION | INVST REL: N | TITLE: BOARD OF TRUSTEES | DUTIES: BOARD MEMBER | START DATE: 07/2026 | TOTAL HOURS PER MONTH: <5 | SEC TRADING HOURS PER MONTH: <5

Exams

• S66 Uniform Combined State Law Examination
  1999-10-05

Designations

• Certified Financial Planner

Other Names

• Stephen A Wright