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Andrew Garrison Wright

Verdence Capital Advisors, LLC

Naples, FL

Hunt Valley, MD

CRD 7623093

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Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-18
FL RA APPROVED 2023-08-08
  • GA RA
    APPROVED
    Since 2023-09-18
  • FL RA
    APPROVED
    Since 2023-08-08

Branch Locations

5551 Ridgewood Drive Suite 303, Naples, FL 34102 • United States

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • 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
Vantage Private Wealth Naples FL 08/2022 07/2023
Arnold & Barton Insurance Naples FL 06/2019 08/2019
Tufts University Medford MA 08/2018 05/2022
Naples High School Naples FL 08/2014 06/2018
Verdence Capital Advisors, Llc Naples FL 07/2023 Present
  • 08/2022 → 07/2023
    Vantage Private Wealth
    Naples, FL
  • 06/2019 → 08/2019
    Arnold & Barton Insurance
    Naples, FL
  • 08/2018 → 05/2022
    Tufts University
    Medford, MA
  • 08/2014 → 06/2018
    Naples High School
    Naples, FL
  • 07/2023 → Present
    Verdence Capital Advisors, Llc
    Naples, FL
Previous Registrations
  • 2023-01-14 → 2023-08-15
    Vantage Private Wealth, Llc
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-22
  • S65 Uniform Investment Adviser Law Examination
    2022-12-22

View on SEC IAPD

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