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Peter Johnston Wright

WRIGHT ASSET MANAGEMENT
MANASQUAN, NJ
·CRD# 473364·14 years experience

Professional Summary

Peter Johnston Wright is a registered financial advisor currently at WRIGHT ASSET MANAGEMENT INC located in Manasquan, New Jersey. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Peter has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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

14 years in the financial services industry

Current & Past Employments

WRIGHT ASSET MANAGEMENT INC·CRD# 105599
RIA
147 D Union Avenue, Manasquan, NJ 08736
August 6, 2012 - Present

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Current Firm

WA
WRIGHT ASSET MANAGEMENT INC

WRIGHT ASSET MANAGEMENT INC

CRD#: 105599 / SEC#: 801-36116
RIA
Registered Investment Advisory firm - SEC (8/29/2012 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (8/6/2012 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

147 D Union Avenue, Manasquan, NJ 08736

Mailing Address

Po Box 808, Manasquan, NJ 08736-0808

Phone Number

(732) 223-4223

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

40

AUM (Assets Under Management)

$49,542,134

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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.

TURBINE ADVANTAGE LLC NON-INVESTMENT 147 UNION AVE SUITE 201 MANASQUAN, NJ 08736 WIND TURBINE DISTRIBUTOR PRESIDENT 05/13/2009 40 HOURS / MONTH 20 HOURS / MONTH DURING TRADING HOURS ADMINISTRATION AND SALES

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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
(8/6/2012)

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.

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Johnston Wright's CRS (Customer Relationship Summary).

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PW
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