Brian D. Wright

COLUMBUS MACRO

Scottsdale, AZ

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CRD#: 3019760

Professional summary

Brian David Wright, who also goes by Brian David Wright I, is a registered financial advisor currently at COLUMBUS MACRO, LLC located in Scottsdale, Arizona.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian David Wright I

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 Brian David Wright'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

June 30, 2017 - Present

COLUMBUS MACRO, LLC

RIA

CRD#: 286374

Scottsdale, AZ

Past

June 9, 2015 - July 7, 2017

CETERA INVESTMENT MANAGEMENT LLC

RIA

CRD#: 165436

SCOTTSDALE, AZ

Past

January 1, 2007 - October 30, 2015

FIRST ALLIED ASSET MANAGEMENT, INC.

RIA

CRD#: 140292

SCOTTSDALE, AZ

Past

November 20, 2006 - December 31, 2006

FIRST ALLIED ASSET MANAGEMENT, INC.

RIA

CRD#: 140292

SCOTTSDALE, AZ

Past

March 3, 2005 - October 24, 2008

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 131563

SCOTTSDALE, AZ

Past

January 21, 2003 - April 28, 2005

PINNACLE INVESTMENT ADVISORS, LLC

RIA

CRD#: 116510

SCOTTSDALE, AZ

Past

July 13, 2001 - December 17, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

COLUMBUS MACRO, LLC

CRD#: 286374 / SEC#: 801-110635

RIA

Registered Investment Advisory firm - (6/19/2017 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

Arizona
(6/30/2017)

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

IAR

Series 66

Date: 4/3/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/12/2001

General Securities Representative Examination

Current Firm

COLUMBUS MACRO, LLC

CRD#: 286374 / SEC#: 801-110635

RIA

Registered Investment Advisory firm - (6/19/2017 Approved)

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Contact information

Main Address

New Castle, PA

Mailing Address

Phone number

(724) 761-2510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A 20250228 COLUMBUS MACRO, LLC (2/28/2025)

Regulatory assets under management

Total Number of Accounts	4,516
AUM (Assets Under Management)	$ 777,327,162

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.

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Firm Stability Insights

Brian D. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT MANAGEMENT LLC

FIRST ALLIED ASSET MANAGEMENT, INC.

FIRST ALLIED ASSET MANAGEMENT, INC.

GREENBOOK INVESTMENT MANAGEMENT, INC.

PINNACLE INVESTMENT ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

COLUMBUS MACRO, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2002

Series 63

Date: 7/30/2001

Series 7

Date: 7/12/2001

Current Firm

COLUMBUS MACRO, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBUS MACRO, LLC

TRUST BUT VERIFY

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