RW
Ronald A. Wright
ADVANTAGE INVESTING
Chesapeake, VA 23320
Some features on this profile are disabled
CRD#: 2561405
RW
Professional summary
Ronald Allan Wright is a registered financial advisor currently at ADVANTAGE INVESTING, INC. located in Chesapeake, Virginia.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Ronald has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 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.
Virginia Beach Theological Seminary; No; 2221 Centerville Turnpike, Virginia Beach, VA 23464; Educational institution; Board member; May, 2007; One or less; None; Provide assistance to the seminary faculty and administration by advising on the general business affairs and strategic planning The Daniel and Martha Davey Foundation; No; 2221 Centerville Turnpike, Virginia Beach, VA 23464; Fundraising for Educational institution; Board member; May, 2025; One to two; None; Provide assistance to the foundation by advising on the general business affairs and strategic planning, and assisting in fundraising efforts
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Allan Wright's 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®
NoneExperience
Current
February 18, 1997 - Present
ADVANTAGE INVESTING, INC.
Office #1: 860 Greenbrier Circle Suite 303, Chesapeake, VA 23320Office #2: 2100 Ponce De Leon Blvd Suite Ph-5, Coral Gables, FL 33134RIA
CRD#: 116059
Chesapeake, VA
Past
January 30, 1995 - April 29, 1997
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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".
AI
ADVANTAGE INVESTING, INC.
ADVANTAGE INVESTING, INC.
CRD#: 116059 / SEC#: 801-130325
RIA
Registered Investment Advisory firm - (5/22/2024 Approved)Florida
Registered Investment Advisory firm - (6/7/2024 Terminated)Maryland
Registered Investment Advisory firm - (6/24/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/7/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/7/2024 Terminated)Texas
Registered Investment Advisory firm - (6/7/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/8/2024 Terminated)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
Florida(4/5/2022)
IAR
Virginia(2/18/1997)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AI
ADVANTAGE INVESTING, INC.
ADVANTAGE INVESTING, INC.
CRD#: 116059 / SEC#: 801-130325
RIA
Registered Investment Advisory firm - (5/22/2024 Approved)Florida
Registered Investment Advisory firm - (6/7/2024 Terminated)Maryland
Registered Investment Advisory firm - (6/24/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/7/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/7/2024 Terminated)Texas
Registered Investment Advisory firm - (6/7/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/8/2024 Terminated)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
2100 Ponce De Leon Blvd Suite Ph-5, Coral Gables, FL 33134
Mailing Address
Phone number
(757) 547-8257
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 645 |
| AUM (Assets Under Management) | $ 113,155,663 |
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
ADVANTAGE INVESTING, INC.
CRD#: 116059Chesapeake, VA 23320TRUST BUT VERIFY
Monitor Ronald Wright
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
