Richard Avery Wright

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-08-19
NH	RA	APPROVED	2020-07-13

Branch Locations

75 Port City Lndg, Mount Pleasant, SC 29464 • United States

157 Main St, Nashua, NH 03060 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashua	NH	07/2017	Present
Bank Of America, N.A.	Nashua	NH	07/2017	01/2020
General Wireless Inc. Dba Radioshack	Nashua	NH	04/2016	07/2017
Bank Of America, N.A.	Nashua	NH	03/2020	Present

07/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashua, NH
07/2017 → 01/2020

Bank Of America, N.A.

Nashua, NH
04/2016 → 07/2017

General Wireless Inc. Dba Radioshack

Nashua, NH
03/2020 → Present

Bank Of America, N.A.

Nashua, NH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-10