John Pardee Wright
Professional Summary
John Pardee Wright is a registered financial advisor currently at SKY INVESTMENT GROUP LLC located in Hartford, Connecticut. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FINANCIAL RESOURCES GROUP, LLC
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Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
SKY INVESTMENT GROUP LLC
Contact Information
Main Address
One Financial Plaza Suite 1210, Hartford, CT 06103Phone Number
(860) 761-9700# of Employees
11SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
929AUM (Assets Under Management)
$930,981,263Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
SKY INVESTMENT GROUP LLC
State Registrations and Notice Filings
(6/30/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Pardee Wright's CRS (Customer Relationship Summary).
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FINANCIAL RESOURCES GROUP, LLC
