Kaleb Bryan Wright

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 07/2021 → 03/2023
  Equitable Advisors, Llc
  New York, NY
• 07/2018 → 07/2021
  Immigration Centers Of America
  Farmville, VA
• 12/2012 → 07/2018
  Triple C Pizza Llc
  Forest, VA
• 01/2015 → 10/2022
  Liberty University
  Lynchburg, VA
• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 04/2023 → Present
  Bank Of America N.A.
  Raleigh, NC

Previous Registrations

• 2021-09-16 → 2023-03-31
  Equitable Advisors, Llc
  Raleigh, NC

Other Businesses

I*1283247 Entity Type: N/A Name of OBA: North Carolina Board of Elections Address: Raleigh, North Carolina, 27609 Investment Related: No Position, Title, Association: Poll/Election Worker Employee Start Date: 11/08/2023 Number of Hours: 12, Yearly Number of Hours during trading: 8, Yearly Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  2021-09-10

Other Names

• Kaleb Wright
• Kaleb B Wright