Matthew Thomas Wright
Professional Summary
Matthew Thomas Wright is a registered financial advisor currently at WRIGHT FINANCIAL, LLC located in Pleasant Hill, California and GENEOS WEALTH MANAGEMENT, INC. located in Pleasant Hill, California. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
RICHARD SEEL, CFP, CSA | WRIGHT FINANCIAL, LLC | SENIOR WEALTH MANAGEMENT, LLC | SENIOR WEALTH MANAGEMENT | SEEL, RICHARD WARREN JR | SEEL & WRIGHT, LLC | RICHARD WARREN SEEL, JR | RICHARD SEEL, CSA
Contact Information
Main Address
395 Taylor Blvd Suite 107, Pleasant Hill, CA 94523Phone Number
(925) 246-7982# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
337AUM (Assets Under Management)
$76,436,040Similar Advisors
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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.
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State Registrations and Notice Filings
(1/9/2023)
(11/4/2002)
(1/9/2023)
(1/9/2023)
(1/9/2023)
(1/9/2023)
(1/9/2023)
(1/17/2023)
(1/9/2023)
(1/9/2023)
(1/9/2023)
(1/9/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Wright's CRS (Customer Relationship Summary).
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