Morgan Wright Haeberlin

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2012 → 07/2018
  Fidelity Investments
  Durham, NC
• 07/2018 → 08/2018
  Unemployed
  Vienna, VA
• 08/2018 → 03/2021
  H Beck, Inc.
  Bethesda, MD
• 04/2021 → 07/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 07/2025
  Grove Point Investments, Llc
  Rockville, MD
• 08/2025 → 11/2025
  Unemployed
  Springfield, VA
• 12/2025 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 12/2025 → Present
  Sigma Planning Corp
  Ann Arbor, MI

Previous Registrations

• 2021-04-01 → 2025-07-07
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Springfield, VA
• 2018-10-26 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  Springfield, VA
  Rockville, MD

Exams

• S66 Uniform Combined State Law Examination
  2018-10-25
• S63 Uniform Securities Agent State Law Examination
  2013-10-15

Other Names

• Mary Morgan Wright
• Morgan Wright