Michael D. Wright

MATERETSKY FINANCIAL GROUP

MELVILLE, NY 11747

Some features on this profile are disabled

CRD#: 1579617

Professional summary

Michael Dawson Wright, CFP® is a registered financial advisor currently at MATERETSKY FINANCIAL GROUP located in Melville, New York and PRIVATE CLIENT SERVICES, LLC located in Melville, New York.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Michael has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dawson Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

November 12, 2020 - Present

MATERETSKY FINANCIAL GROUP

Office #1: 200 Broadhollow Road Suite 207, Melville, NY 11747

RIA

CRD#: 292353

MELVILLE, NY

Current

December 26, 2019 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 200 Broadhollow Road, Suite 207, Melville, NY 11747

RIA

CRD#: 120222

Melville, NY

Past

June 11, 2014 - February 28, 2018

TCW FUNDS DISTRIBUTORS LLC

CRD#: 16670

NEW YORK, NY

Past

March 5, 2013 - June 25, 2013

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK CITY, NY

Past

March 28, 2007 - February 22, 2013

FORESIDE FUND SERVICES, LLC

CRD#: 46106

GREENWICH, CT

Past

January 13, 1999 - January 5, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

February 23, 1994 - December 18, 1998

GE INVESTMENT DISTRIBUTORS, INC

CRD#: 32087

STAMFORD, CT

Past

August 25, 1992 - November 23, 1993

HUNTINGTON INVESTMENTS, INC.

CRD#: 13897

Past

September 5, 1989 - July 24, 1992

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 14, 1988 - December 7, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

Past

June 23, 1987 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATERETSKY FINANCIAL GROUP

MATERETSKY FINANCIAL GROUP | MATERETSKY FINANCIAL GROUP, INC.

CRD#: 292353 / SEC#: 801-112829

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(12/26/2019)

IAR

Connecticut
(11/12/2020)

New Jersey
(12/26/2019)

New York
(12/26/2019)

IAR

New York
(3/23/2021)

Pennsylvania
(12/26/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/2/2018

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/24/2013

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

MATERETSKY FINANCIAL GROUP

MATERETSKY FINANCIAL GROUP | MATERETSKY FINANCIAL GROUP, INC.

CRD#: 292353 / SEC#: 801-112829

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2240 Woolbright Road Suite 354, Boynton Beach, FL 33426

Mailing Address

Phone number

(561) 735-9227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATERETSKY FINANCIAL GROUP, INC. WRAP FEE PROGRAM BROCHURE (7/15/2025)

MATERETSKY FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	769
AUM (Assets Under Management)	$ 622,654,847

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

IAR

Berkeley heights, NJ

Randy Brickman

PARK AVENUE SECURITIES LLC

IAR

NORTH WOODMERE, NY

Jason Gilbert

RGA INVESTMENT ADVISORS, LLC

IAR

Great Neck, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael D. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dawson Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

TCW FUNDS DISTRIBUTORS LLC

HSBC SECURITIES (USA) INC.

FORESIDE FUND SERVICES, LLC

MORGAN STANLEY & CO. LLC

GE INVESTMENT DISTRIBUTORS, INC

HUNTINGTON INVESTMENTS, INC.

MORGAN STANLEY DW INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

MATERETSKY FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2020

Series 63

Date: 4/12/1991

SIE

Date: 2/28/2018

Series 3

Date: 2/2/2018

Series 7

Date: 6/20/1987

Series 26

Date: 5/24/2013

FINRA

Current Firm

MATERETSKY FINANCIAL GROUP

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATERETSKY FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors