Frederick Starr Wright Iv
Professional Summary
Frederick Starr Wright IV, who also goes by Fred Wright, Frerderick S. Wright, is a registered financial advisor currently at NOVAPOINT CAPITAL LLC located in Atlanta, Georgia. Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Frederick has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Fred Wright, Frerderick S. Wright
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
COBALT ADVISORY NETWORK LLC | NOVAPOINT CAPITAL LLC
Contact Information
Main Address
1175 Peachtree St Ne Suite 1825, Atlanta, GA 30361Phone Number
(404) 445-7885# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
812AUM (Assets Under Management)
$536,175,160Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Georgia | ERA - Withdrawn | 3/11/2015 |
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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.
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Primary Firm SEC Registration
COBALT ADVISORY NETWORK LLC | NOVAPOINT CAPITAL LLC
State Registrations and Notice Filings
(5/2/2019)
(5/1/2019)
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.
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 Frederick Starr Wright IV's CRS (Customer Relationship Summary).
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