Edward Francis Wright

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2012 → 01/2022
  The Leaders Group, Inc.
  Littleton, CO
• 02/2012 → 04/2019
  Capital Investment Marketing
  Ridgefield, CT
• 01/2008 → 01/2022
  Omega Wealth Services, Llc
  Amherst, NY
• 02/2022 → Present
  Cadaret Grant & Co., Inc.
  Williamsville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Erie, PA

Previous Registrations

• 2022-02-01 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Niagara Falls, NY
  Erie, PA
• 2009-07-20 → 2010-08-30
  1St Discount Brokerage, Inc.
  Lake Worth, FL
  Amherst, NY
• 2007-12-21 → 2009-07-07
  Lpl Financial Llc
  Amherst, NY
  Lancaster, NY
  Fort Mill, SC
• 2007-11-30 → 2008-01-03
  Hsbc Securities (Usa) Inc.
  Buffalo, NY
  Tonawanda, NY
  Niagara Falls, NY
  Amherst, NY
  Lockport, NY
  Lockport, NY
  Tonawanda, NY

Other Businesses

1) 07/10/2025 - Omega Wealth LLC / Financial Planning President/Owner / Business Entity For Tax/Investment Purposes Only / Inv Related / Start date 12/29/2008 2) 07/10/2025 - Capital Management Group of Niagara Inc / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 80 hrs per month 3) 07/10/2025- Capital Management Group of Niagara Inc / Agent / Non-Variable Insurance / Inv Related / Start date 01/25/2021 - 2 hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-28
• S63 Uniform Securities Agent State Law Examination
  1993-08-13

Designations

• Certified Financial Planner

Other Names

• Edward Francis Wright