Edward J. Wright
GOLDEN RESERVE RETIREMENT
Dayton, OH 45459
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CRD#: 5907092
Professional summary
Edward Joseph Wright, CFP®, who also goes by Ed Wright, Eddie Wright, Edward J Wright, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Dayton, Ohio.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Edward has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Wright | Eddie Wright | Edward J Wright
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.
IN JAN 2011, I ESTABLISHED WRIGHT UP YOUR ALLEY LLC 3647 SHELLBARK DRIVE BELLBROOK, OH 45305 AS A NON-INVESTMENT RELATED LLC.. IN JUNE 2012, I BECAME A LICENSED REAL ESTATE SALESPERSON IN THE STATE OF OHIO, MY LICENSE IS CURRENTLY IN INACTIVE STATUS. Currently No time is dedicated to this activity. GALT PROPERTY HOLDINGS LLC OCT 2013, RAND PROPERTY HOLDINGS LLC FEB 2016, AND TAGGART PROPERTY HOLDINGS LLC JULY 2016 3647 SHELLBARK DRIVE BELLBROOK, OH 45305 WERE ESTABLISHED AS INVESTMENT RELATED LLCS OF WHICH I AM A PARTNER. THESE LLCS BUY, SELL, AND RENT RESIDENTIAL REAL ESTATE. I SPEND APPROXIMATELY 1 HOURS A MONTH SCANNING MAIL AND CHECKS RECEIVED AT MY ADDRESS FOR THESE LLCS OUTSIDE OF TRADING HOURS. Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 05/2023 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
August 17, 2023 - Present
GOLDEN RESERVE RETIREMENT, LLC
Office #1: 925 Congress Park Drive Suite A, Dayton, OH 45459RIA
CRD#: 283588
Dayton, OH
Past
March 24, 2015 - May 26, 2023
DEAN INVESTMENTS
RIA
CRD#: 104635
BEAVERCREEK, OH
Past
March 24, 2015 - May 26, 2023
DEAN FINANCIAL SERVICES
RIA
CRD#: 129679
BEAVERCREEK, OH
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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)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
Indiana(2/14/2025)
IAR
Kentucky(10/14/2024)
IAR
Ohio(8/17/2023)
Current Firm
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,183 |
| AUM (Assets Under Management) | $ 310,932,597 |
Red Flags
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Company Information
GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588Dayton, OH 45459TRUST BUT VERIFY
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