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RS

Robert Smith

WRIGHT INVESTORS SERVICE
MILFORD, CT 06460
Some features on this profile are disabled
CRD#: 2592947
RS

Professional summary

Robert Smith is a registered financial advisor currently at WRIGHT INVESTORS SERVICE INC located in Milford, Connecticut.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Smith'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

April 12, 1996 - Present

WRIGHT INVESTORS SERVICE INC

Office #1: 440 Wheelers Farms Road, Milford, CT 06460
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".
WI
WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA
Registered Investment Advisory firm - (2/23/1996 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
Connecticut
(4/12/1996)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 7/22/1996
Non-Member General Securities Examination

Current Firm

WI
WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA
Registered Investment Advisory firm - (2/23/1996 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
23

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management

Total Number of Accounts1,286
AUM (Assets Under Management)$ 1,237,999,777

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

WRIGHT INVESTORS SERVICE INC

CRD#: 106302Milford, CT 06460

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