Best Investors Account Sign in
Employer firm

Wright Investors Service Inc CRD 106302

$1.21B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Wright Investors Service Inc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-03
  • CT RA
    APPROVED
    Since 2025-11-03

Branch Locations

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

Wright Private Asset Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-03
  • CT RA
    APPROVED
    Since 2025-11-03

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
Thomson Horstmann & Bryant, Inc. Norwalk CT 11/2011 02/2021
Foreside Fund Services, Llc Norwalk CT 10/2016 10/2018
Victory Capital Management Inc. Norwalk CT 02/2021 07/2025
Victory Capital Services, Inc. Norwalk CT 03/2023 07/2025
Wright Investors Service Inc Shelton CT 07/2025 Present
Wright Private Asset Management Llc Shelton CT 07/2025 Present
The Winthrop Corporation Shelton CT 07/2025 Present
  • 11/2011 → 02/2021
    Thomson Horstmann & Bryant, Inc.
    Norwalk, CT
  • 10/2016 → 10/2018
    Foreside Fund Services, Llc
    Norwalk, CT
  • 02/2021 → 07/2025
    Victory Capital Management Inc.
    Norwalk, CT
  • 03/2023 → 07/2025
    Victory Capital Services, Inc.
    Norwalk, CT
  • 07/2025 → Present
    Shelton, CT
  • 07/2025 → Present
    Shelton, CT
  • 07/2025 → Present
    The Winthrop Corporation
    Shelton, CT
Previous Registrations
  • 2019-11-22 → 2021-03-02
    Thb Asset Management
    Norwalk, CT
Other Businesses

1. Perry Green Association, Not Investment Related, Wilton, CT, President, 1 hour per month, none during trading hours.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Shelton, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor