Stuart W Wright

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2015 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 08/2015 → 03/2022
  Bank Of America, N.A.
  Vienna, VA
• 07/2022 → Present
  Tiaa
  Columbia, MD
• 07/2022 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Columbia, MD
• 03/2022 → 07/2022
  Unemployed
  Monrovia, MD
• 03/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Walkersville, MD

Previous Registrations

• 2022-07-26 → 2023-11-22
  Tiaa-Cref Individual & Institutional Services, Llc
  Columbia, MD
• 2016-02-04 → 2022-03-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  Ashburn, VA
  Richmond, VA
  Ashburn, VA
  Fairfax, VA
  Reston, VA
  Dulles, VA
  Reston, VA
  Richmond, VA
  Reston, VA
  Centreville, VA
  Reston, VA
  Centreville, VA
  Fairfax, VA
  Manassas, VA
  Monrovia, MD
  Leesburg, VA

Other Businesses

ADMINSTER TRUSTS FOR ACNB BANK; RESPOND TO CLIENT INQUIRIES FOR DISTRIBUTIONS, ENSURE CLIENT PROFILE DATA IS ACCURATE, ARRANGING CLIENT MEETINGS, DETERMINE RISK TOLERANCE AND OBJECTIVES OF POTENTIAL CLIENTS, PREPARE ACCOUNT PAPERWORK, ATTEND INVESTMENT AND ECONOMIC DISCUSSIONS AT BANK, COMPLETE ADMIN REVIEWS; DOES NOT HANDLE SECURITIES TRANSACTIONS, MAKE INVESTMENT DECISIONS, RECOMMEND SPECIFIC SECURITIES, AND NO VOTING AUTHORITY

Exams

• S66 Uniform Combined State Law Examination
  2016-02-02

Other Names

• Stuart Wright