Donald A. Wright

CRESCENT GROVE ADVISORS

ATLANTA, GA 30326

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CRD#: 4187472

Professional summary

Donald Anthony Wright is a registered financial advisor currently at CRESCENT GROVE ADVISORS located in Atlanta, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Donald has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

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 Donald Anthony 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

May 12, 2015 - Present

CRESCENT GROVE ADVISORS

Office #1: 3399 Peachtree Road Ne Suite 1700, Atlanta, GA 30326

RIA

CRD#: 170912

ATLANTA, GA

Past

August 1, 2012 - June 17, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

CHICAGO, IL

Past

June 8, 2012 - May 7, 2015

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

CHICAGO, IL

Past

June 2, 2010 - June 8, 2012

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

MILWAUKEE, WI

Past

May 24, 2010 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

MILWAUKEE, WI

Past

February 20, 2003 - March 24, 2010

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

ATLANTA, GA

Past

July 28, 2000 - March 24, 2010

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

ATLANTA, GA

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".

CRESCENT GROVE ADVISORS

CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS

CRD#: 170912 / SEC#: 801-79577

RIA

Registered Investment Advisory firm - (4/17/2014 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

Georgia
(5/12/2015)

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

Series 63

Date: 8/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2000

General Securities Representative Examination

Current Firm

CRESCENT GROVE ADVISORS

CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS

CRD#: 170912 / SEC#: 801-79577

RIA

Registered Investment Advisory firm - (4/17/2014 Approved)

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Contact information

Main Address

100 South Saunders Road Suite 210, Lake Forest, IL 60045

Mailing Address

Phone number

(847) 752-0292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRESCENT GROVE ADVISORS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	381
AUM (Assets Under Management)	$ 4,996,271,684

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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Donald A. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Anthony Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO ASSET MANAGEMENT CORP.

M&I INVESTMENT MANAGEMENT CORP.

M&I FINANCIAL ADVISORS, INC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

CRESCENT GROVE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/25/2000

SIE

Date: 6/17/2015

Series 7

Date: 7/27/2000

Current Firm

CRESCENT GROVE ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESCENT GROVE ADVISORS

TRUST BUT VERIFY

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