Steven Michael Wright

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-03-15
TX	RA	APPROVED_RES	2022-03-15

OH RA
APPROVED

Since 2022-03-15
TX RA
APPROVED_RES

Since 2022-03-15

Branch Locations

Worthington, OH • United States

4343 Easton Commons, Columbus, OH 43219 • 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

Organization	City	State	From	To
Cooper, Adel & Associates	Centerburg	OH	05/2011	11/2016
Cooper And Adel Financial	Centerburg	OH	02/2016	11/2016
Echo Advisors, Llc	Worthington	OH	03/2017	08/2017
Corecap Advisors, Inc.	Southfield	MI	04/2016	11/2016
Sweney Cartwright & Co	Columbus	OH	08/2017	08/2019
Unemployed	Worthington	OH	11/2016	03/2017
Boenning & Scattergood	West Conshohocken	PA	08/2019	01/2022
Morgan Stanley	Columbus	OH	02/2022	Present

05/2011 → 11/2016

Cooper, Adel & Associates

Centerburg, OH
02/2016 → 11/2016

Cooper And Adel Financial

Centerburg, OH
03/2017 → 08/2017

Echo Advisors, Llc

Worthington, OH
04/2016 → 11/2016

Corecap Advisors, Inc.

Southfield, MI
08/2017 → 08/2019

Sweney Cartwright & Co

Columbus, OH
11/2016 → 03/2017

Unemployed

Worthington, OH
08/2019 → 01/2022

Boenning & Scattergood

West Conshohocken, PA
02/2022 → Present

Morgan Stanley

Columbus, OH

Previous Registrations

2019-08-16 → 2022-01-31

Boenning & Scattergood, Inc.

Columbus, OH

West Conshohocken, PA
2017-08-15 → 2019-08-15

Cartwright Advisors Llc

Columbus, OH
2017-03-06 → 2017-08-15

Echo Advisors

Worthington, OH
2016-04-08 → 2016-11-22

Corecap Advisors

Worthington, OH

Southfield, MI

Other Businesses

*705363 - Go Share; Investment related: No; San Diego, California; Business Delivery; Driver (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 16; Deliver Products with Truck *709204- Door Dash; Investment related: No; San Francisco, California; Other; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 40; Customer Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-04-08

S66 Uniform Combined State Law Examination

2016-04-08

View on SEC IAPD