Kelly Robert Wright

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2010 → 09/2016
  Armstrong, Fleming & Moore
  Washington, DC
• 05/2021 → 04/2022
  Congress Wealth Management Llc
  Columbia, MD
• 09/2016 → 05/2021
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 06/2022 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2021-04-19 → 2022-04-18
  Cw Advisors, Llc
  Columbia, MD
  Boston, MA
• 2016-09-28 → 2021-05-17
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 2011-09-20 → 2016-09-01
  Armstrong, Fleming & Moore, Inc.
  Washington, DC

Other Businesses

1) FINANCIAL PLANNING ASSOCIATION OF MARYLAND, YES, P.O. BOX 20370 TOWSON, MD 21284 UNITED STATES, PROFESSIONAL COMMUNITY, BOARD OF DIRECTORS, 10/2017, 5 HOURS/ MONTH, 0 HOURS/ MONTH DURING TRADING HOURS, PROFESSIONAL DEVELOPMENT, BUSINESS BUILDING FOR FINANCIAL PLANNING PROFESSIONALS

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-09-20

Designations

• Certified Financial Planner

Other Names

• Kelly R Wright