Cetera J Wright

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2014 → 03/2023
  Morgan Stanley
  Charlotte, NC
• 06/2020 → 03/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2023 → Present
  Rockefeller Financial Llc
  Charlotte, NC

Previous Registrations

• 2014-09-24 → 2023-04-04
  Morgan Stanley
  Charlotte, NC
  Charlotte, NC

Other Businesses

Lets Just Dance; Not Investment related ; Kannapolis, NC; Teaching Dance; Dance Teacher; Aug/2017; During business hours: 0; After business hours: 0; Teaching ballet class to girls that are ages 12-18. Also doing some choreography for dance competitions and shows.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-24

Other Names

• Cetera J Wright
• Cetera Wright