Donald R. Kunze

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CRD#: 2563962

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Royce Kunze, who also goes by Donald Kunze, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1996. Donald had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Donald Kunze

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 5, 2010 - October 7, 2025

WRIGHT PRIVATE ASSET MANAGEMENT LLC

RIA

CRD#: 139570

SHELTON, CT

Past

May 15, 2006 - July 31, 2020

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

CRD#: 13645

Shelton, CT

Past

April 12, 1996 - October 7, 2025

WRIGHT INVESTORS SERVICE INC

RIA

CRD#: 106302

MILFORD, CT

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".

WRIGHT PRIVATE ASSET MANAGEMENT LLC

CHESWICK WRIGHT WEALTH MANAGEMENT LLC | WRIGHT PRIVATE ASSET MANAGEMENT LLC

CRD#: 139570 / SEC#: 801-66231

RIA

Registered Investment Advisory firm - (2/15/2006 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 3/9/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/7/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 5/12/2006

Direct Participation Programs Representative Examination

Current Firm

WRIGHT PRIVATE ASSET MANAGEMENT LLC

CHESWICK WRIGHT WEALTH MANAGEMENT LLC | WRIGHT PRIVATE ASSET MANAGEMENT LLC

CRD#: 139570 / SEC#: 801-66231

RIA

Registered Investment Advisory firm - (2/15/2006 Approved)

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Contact information

Main Address

2 Corporate Drive Suite 770, Shelton, CT 06484

Mailing Address

Phone number

(203) 783-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 17 25 WPAM ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 62,427,581

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Donald R. Kunze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

WRIGHT INVESTORS SERVICE INC

Primary Firm SEC Registration

WRIGHT PRIVATE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/9/2006

Series 65

Date: 11/7/1994

SIE

Date: 10/1/2018

Series 22

Date: 5/12/2006

Current Firm

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WRIGHT PRIVATE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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