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Matthew Scott Wright

WRIGHT INVESTMENT PARTNERS
COLONIA, NJ
·CRD# 3153526·27 years experience

Professional Summary

Matthew Scott Wright, who also goes by Matt Wright, Matthew Wright, is a registered financial advisor currently at WRIGHT INVESTMENT PARTNERS LLC located in Colonia, New Jersey. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 2 firms and has passed the Series 65 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Wright, Matthew Wright

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

27 years in the financial services industry

Current & Past Employments

WRIGHT INVESTMENT PARTNERS LLC·CRD# 286311
RIA
15 Prospect Lane Suite B7, Colonia, NJ 07067
April 26, 2017 - Present
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
New York, NY
February 10, 1999 - July 25, 2007

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Current Firm

WI
WRIGHT INVESTMENT PARTNERS LLC

WRIGHT INVESTMENT PARTNERS LLC

CRD#: 286311
New Jersey
Registered Investment Advisory firm - New Jersey (4/26/2017 Approved)

Contact Information

Main Address

15 Prospect Lane Suite B7, Colonia, NJ 07067

Phone Number

(732) 824-2432

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

5

AUM (Assets Under Management)

$2,816,093

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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.

I am a principal in a business that owns a small class C office building.

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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.
IAR
New Jersey
(4/26/2017)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2017About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Feb 1999About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Wright's CRS (Customer Relationship Summary).

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