Michael Dawson Wright

Employer firm

Materetsky Financial Group CRD 292353

$721M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 05/2014 → 02/2018
  Tcw Funds Distributors
  Los Angeles, CA
• 04/2018 → 12/2019
  Broadbrook Enterprises
  New York, NY
• 12/2019 → Present
  Private Client Services
  Melville, NY
• 12/2019 → Present
  Materetsky Financial Group
  Boynton Beach, FL

Other Businesses

1) MATERETSKY FINANCIAL GROUP. INVESTMENT-RELATED. 200 BROADHOLLOW ROAD, SUITE 207, MELVILLE, NY 11747. FINANCIAL SERVICES. 160 HOURS/MO; 7 DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-11
• S63 Uniform Securities Agent State Law Examination
  1991-04-12

Designations

• Certified Financial Planner