Aaron Thomas Wright
CFP®Professional Summary
Aaron Thomas Wright, CFP®, who also goes by Aaron Wright, was a registered financial advisor. Aaron was a previously registered financial professional and started their career in finance 2012 - 2023. Aaron had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Investment Planning
- Insurance Planning
- Retirement Planning
- Employee and Employer Plan Benefits
Biography
I work with individuals and families to define and construct financial plans for life's most important moments.
Other Aliases
Aaron Wright
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
Education
University of Massachusetts-Dartmouth
Finance, Bachelor of Science (BS)
Finance, Bachelor of Science (BS)
2009
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Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
Contact Information
Main Address
245 Summer Street, V2a, Boston, MA 02210Phone Number
(617) 563-7000# of Employees
15,424Documents
Regulatory Assets Under Management
Total Number of Accounts
1,991,043AUM (Assets Under Management)
$818,776,100,963Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | Cover Page | Report |
| 10/23/2023 | Cover Page | Report |
| 01/06/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Aaron
- Comprehensive Financial Planning
- Investment Planning
- Insurance Planning
- Retirement Planning
- Employee and Employer Plan Benefits
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