Kelly R. Wright

VERDENCE CAPITAL ADVISORS

Hunt Valley, MD 21031

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CRD#: 1830529

Professional summary

Kelly Robert Wright, who also goes by Kelly R Wright, is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Hunt Valley, Maryland.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kelly has worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly R 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.

1) FINANCIAL PLANNING ASSOCIATION OF MARYLAND, YES, P.O. BOX 20370 TOWSON, MD 21284 UNITED STATES, PROFESSIONAL COMMUNITY, BOARD OF DIRECTORS, 10/2017, 5 HOURS/ MONTH, 0 HOURS/ MONTH DURING TRADING HOURS, PROFESSIONAL DEVELOPMENT, BUSINESS BUILDING FOR FINANCIAL PLANNING PROFESSIONALS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Robert 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

June 24, 2022 - Present

VERDENCE CAPITAL ADVISORS, LLC

Office #1: 50 Schilling Road Suite 300, Hunt Valley, MD 21031

RIA

CRD#: 288512

Hunt Valley, MD

Past

April 19, 2021 - April 18, 2022

CW ADVISORS, LLC

RIA

CRD#: 310873

COLUMBIA, MD

Past

September 28, 2016 - May 17, 2021

PINNACLE ADVISORY GROUP, INC.

RIA

CRD#: 107757

COLUMBIA, MD

Past

September 20, 2011 - September 1, 2016

ARMSTRONG, FLEMING & MOORE, INC.

RIA

CRD#: 107347

WASHINGTON, DC

Past

August 29, 1997 - July 11, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

January 5, 1993 - August 29, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

May 25, 1988 - January 12, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

May 25, 1988 - January 12, 1993

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/24/2022)

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

State Security Law Exam

Series 63

Date: 9/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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Contact information

Main Address

50 Schilling Road Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 472-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/11/2024	Cover Page	Report
01/03/2024	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Kelly R. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Robert Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

CW ADVISORS, LLC

PINNACLE ADVISORY GROUP, INC.

ARMSTRONG, FLEMING & MOORE, INC.

SIGNATOR INVESTORS, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/20/1988

Series 7

Date: 5/21/1988

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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