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William Kile Wright Jr

CANTOR FITZGERALD & CO.
CHARLOTTE, NC
·CRD# 2987621·28 years registered

Professional Summary

William Kile Wright Jr, who also goes by Billy Wright, William Kile Wright Jr, William Kile Wright, is a registered financial advisor currently at CANTOR FITZGERALD & CO. located in Charlotte, North Carolina. William is registered as a RR (Registered Representative) and started their career in finance in 1998. William has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Billy Wright, William Kile Wright Jr, William Kile Wright

Blog Corner

More Resources

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Videos & Posts

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years registered in the securities industry

Current & Past Employments

Current

CANTOR FITZGERALD & CO.Current·CRD# 134
BD
6805 Carnegie Blvd Suite 250, Charlotte, NC 28211
September 16, 2026 - Present

Past

WELLS FARGO SECURITIES, LLCPast·CRD# 126292
BD
Richmond, VA
October 17, 2003 - September 21, 2026
DAVENPORT & COMPANY LLCPast·CRD# 1588
BD
Richmond, VA
June 17, 2003 - September 29, 2003
LEHMAN BROTHERS INC.Past·CRD# 7506
BD
New York, NY
August 7, 2001 - December 19, 2002
EWING BEMISSPast·CRD# 32214
BD
Richmond, VA
March 5, 1998 - August 16, 1999

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Current Firm

CANTOR FITZGERALD & CO.
CANTOR FITZGERALD & CO.

CANTOR DIRECT A DIVISION OF CANTOR FITZGERALD & CO. | CANTOR, FITZGERALD & CO., INC. | CANTOR FITZGERALD & CO.

CRD#: 134 / SEC#: 8-201
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

110 East 59th Street 4th Floor, New York, NY, 10022

Mailing Address

110 East 59th Street 4th Floor, New York, NY, 10022

Phone Number

(212) 938-5000

Established

New York since 09/25/1992

Firm Type

Partnership

Fiscal Year End

December

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CFS CF & CO I HOLDINGS, L.P.MANAGING GENERAL PARTNER—
ANZALONE, THOMAS JOSEPHCHIEF OPERATIONS OFFICER/PRINCIPAL OPERATIONS OFFICER1161513
BANDELIER, PASCAL DANIELCO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF EQUITIES4424051
CFLP CF&CO I HOLDINGS, L.P.LIMITED PARTNER—
KELLY, SAGE NOLANCO-CHIEF EXECUTIVE OFFICER /GLOBAL HEAD OF INVESTMENT BANKING2528122
MERKEL, STEPHEN MARCUSEXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER, GENERAL COUNSEL & SECRETARY2366318
SALINAS, DANNYCHIEF FINANCIAL OFFICER6184109
SHIELDS, WILLIAM MICHAELCHIEF COMPLIANCE OFFICER2380166
WALL, CHRISTIAN DOUGLASCO-CHIEF EXECUTIVE OFFICER/GLOBAL HEAD OF FIXED INCOME2751397

Disclosures

Regulatory Event

97

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(9/16/2026)
RR
Virginia
(9/16/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1998About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam
Cboe BYX Exchange, Inc.
SRO Registrations
Cboe EDGA Exchange, Inc.
SRO Registrations
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Investors' Exchange LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq ISE, LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view William Kile Wright Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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