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Current Employers
Wright Private Asset Management Llc

2 Corporate Drive Suite 770, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-18
CT RA APPROVED 2014-04-01
  • FL RA
    APPROVED
    Since 2025-02-18
  • CT RA
    APPROVED
    Since 2014-04-01

Branch Locations

2 Corporate Drive Suite 770, Shelton, CT 06484 • United States

Wright Investors Service Inc

2 Corporate Drive Suite 770, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 1997-02-25
  • CT RA
    APPROVED
    Since 1997-02-25

Branch Locations

2 Corporate Drive Suite 770, Shelton, CT 06484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wright Investors' Service, Inc. Milford CT 12/1997 Present
Wright Investors' Service, Inc. Milford CT 02/1994 Present
Wright Private Asset Management Llc Milford CT 03/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-22
  • S65 Uniform Investment Adviser Law Examination
    1996-08-22

View on SEC IAPD

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