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Todd Conard Lotozo

Wright Asset Management Inc

Manasquan, NJ

CRD 2572577

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Employer firm

Wright Asset Management Inc CRD 105599

$49.5M regulatory AUM 40 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Wright Asset Management Inc

147 D Union Avenue, Manasquan, NJ 08736 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2002-10-28
  • NJ RA
    APPROVED
    Since 2002-10-28

Branch Locations

147 Union Ave Suite 201, Manasquan, NJ 08736 • 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
OrganizationCityStateFromTo
Wright Asset Management Manasquan NJ 05/1992 Present
  • 05/1992 → Present
    Wright Asset Management
    Manasquan, NJ

View on SEC IAPD

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Nearby Investors

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Nearby Offices

PERSONAL FINANCIAL SOLUTIONS, LLC · MANASQUAN, NJ
KML FINANCIAL SERVICES GROUP, L.L.C. · MANASQUAN, NJ
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