Joshua D. Wright

QUEEQUEG & MUNGER | Private Wealth Advisor

SAINT LOUIS, MO 63131

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CRD#: 4232890

Professional summary

Joshua David Wright is a registered financial advisor currently at QUEEQUEG & MUNGER, LLC located in Saint Louis, Missouri and PRIVATE CLIENT SERVICES, LLC located in St. Louis, Missouri.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Joshua has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance

Investments

Wealth Preservation Strategies

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 Joshua 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

May 1, 2026 - Present

QUEEQUEG & MUNGER, LLC

Office #1: 10310 German Blvd, Saint Louis, MO 63131

RIA

CRD#: 341573

SAINT LOUIS, MO

Current

May 1, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 10310 German Blvd, St. Louis, MO 63131

RIA

CRD#: 120222

St. Louis, MO

Past

November 24, 2015 - May 18, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHESTERFIELD, MO

Past

October 30, 2015 - May 18, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHESTERFIELD, MO

Past

April 27, 2004 - November 3, 2015

EDWARD JONES

CRD#: 250

FRONTENAC, MO

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/1/2026)

Alaska
(5/1/2026)

Arizona
(5/1/2026)

Arkansas
(5/1/2026)

California
(5/1/2026)

Colorado
(5/1/2026)

Connecticut
(5/1/2026)

Florida
(5/1/2026)

Illinois
(5/1/2026)

Iowa
(5/1/2026)

Kansas
(5/1/2026)

Kentucky
(5/1/2026)

Maryland
(5/1/2026)

Massachusetts
(5/1/2026)

Michigan
(5/1/2026)

Minnesota
(5/1/2026)

Missouri
(5/1/2026)

IAR

Missouri
(5/1/2026)

Nevada
(5/1/2026)

New York
(5/1/2026)

North Carolina
(5/1/2026)

Ohio
(5/1/2026)

Oklahoma
(5/1/2026)

Oregon
(5/1/2026)

Pennsylvania
(5/1/2026)

South Carolina
(5/1/2026)

Tennessee
(5/1/2026)

Texas
(5/1/2026)

IAR

Texas
(5/1/2026)

Virginia
(5/1/2026)

Washington
(5/1/2026)

Wisconsin
(5/1/2026)

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

State Security Law Exam

IAR

Series 66

Date: 11/23/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/1/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

QUEEQUEG & MUNGER, LLC

CRD#: 341573 / SEC#: 801-135904

RIA

Registered Investment Advisory firm - (4/22/2026 120-Day Approval)

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Contact information

Main Address

610 Collins Drive, Festus, MO 63028

Mailing Address

Phone number

(314) 607-4821

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUEEQUEG & MUNGER, LLC (3/20/2026)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Joshua D. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/23/2015

Series 63

Date: 5/7/2004

SIE

Date: 10/1/2018

Series 7

Date: 4/26/2004

Series 24

Date: 10/1/2018

FINRA

Current Firm

QUEEQUEG & MUNGER, LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

QUEEQUEG & MUNGER, LLC

TRUST BUT VERIFY

Contact information

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