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CW

Charles M. Wright

OLD CITY SECURITIES LLC
New York, NY 10017
Some features on this profile are disabled
CRD#: 1720563
CW

Professional summary


Charles Mccollough Wright, who also goes by Charlie Wright, is a registered financial professional currently at OLD CITY SECURITIES LLC located in New York, New York.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1987. Charles has worked at 16 firms and has passed the Series 63, Series 82TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charlie Wright

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Charles Mccollough 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®
None

Experience


Current

July 7, 2025 - Present

OLD CITY SECURITIES LLC

Office #1: 589 Fifth Avenue Ph, New York, NY 10017
BD
CRD#: 171910
New York, NY
Past

January 27, 2020 - November 23, 2020

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
New York, NY
Past

June 29, 2018 - October 16, 2019

OPEN INVEST CO.

RIA
CRD#: 269997
SAN FRANCISCO, CA
Past

June 15, 2016 - June 22, 2016

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

BD
CRD#: 329
SEATTLE, WA
Past

August 29, 2013 - June 15, 2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
NEW YORK, NY
Past

October 21, 2010 - June 25, 2013

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
NEW YORK, NY
Past

February 9, 2010 - July 6, 2010

HRC FUND ASSOCIATES, LLC

BD
CRD#: 142846
NEW YORK, NY
Past

February 20, 2008 - September 1, 2009

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

October 10, 2007 - February 19, 2008

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

February 13, 2006 - August 31, 2007

H. G. WELLINGTON & CO., INC.

RIA
CRD#: 7536
NEW YORK, NY
Past

January 25, 2001 - July 25, 2007

RANGE GLOBAL LLC

BD
CRD#: 104393
FALLS VILLAGE, CT
Past

July 24, 1996 - May 22, 2001

EBOND SECURITIES INC.

BD
CRD#: 40262
NEW YORK, NY
Past

February 9, 1994 - August 31, 2007

H. G. WELLINGTON & CO., INC.

BD
CRD#: 7536
NEW YORK, NY
Past

June 18, 1992 - January 15, 1993

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

November 19, 1990 - January 10, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 2, 1988 - March 8, 1990

LYNCH, JONES & RYAN LLC

BD
CRD#: 3198
NEW YORK, NY
Past

August 10, 1987 - December 22, 1987

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


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

RR
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

RR
New York
(7/9/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/13/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 6/3/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


OC
OLD CITY SECURITIES LLC
OLD CITY SECURITIES LLC

CRD#: 171910 / SEC#: , 8-69488

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
589 Fifth Avenue Ph, New York, NY 10017
Mailing Address
445 Central Avenue, Suite 328, Cedarhurst, NY 11516
Phone number
(212) 671-1976
Established
New York since 04/25/2014
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
OLD CITY SECURITIES HOLDINGS GPHOLDING COMPANY
BARNETT, TREVOR CLARKMEMBER4722196
DAMSKI, SETH ADAMFOUNDING MEMBER2940303
FELDMAN, EYTAN DOVMEMBER, CCO, EXECUTIVE REP, AML SUPERVISOR5708084
MARRONE, MICHAEL THOMASFINOP
SIRIGNANO, GEORGE AMERICUSMANAGING MEMBER6678999

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.

Company Information


OLD CITY SECURITIES LLC

CRD#: 171910New York, NY 10017

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