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Hattie Mae Wright

Hattie M. Wright

INGALLS & SNYDER
NEW YORK, NY 10020
Some features on this profile are disabled
CRD#: 6363087
Hattie Mae Wright

Professional summary


Hattie Mae Wright, CFP®, who also goes by Hattie Mae Hutson, is a registered financial advisor currently at INGALLS & SNYDER, LLC located in New York, New York.

Hattie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hattie has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Hattie Mae Hutson

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.
Mountain State Analytics, LLC ("MSA") is an entity that operates as a state registered investment adviser in West Virginia. The registrant is the sole owner and Managing Director. MSA and the registrant is currently in the process of moving all of its customers to Ingalls & Snyder, LLC ("INGS"). It is expected that MSA will cease investment related activity by October 1, 2021. Once all of its customers have moved to INGS or a firm of the client's own choosing, MSA will withdraw as an advisor and wind-down its operations.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Hattie Mae 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®
CFP®

Start date: 2018

Experience


Current

September 15, 2021 - Present

INGALLS & SNYDER, LLC

Office #1: 1 Rockefeller Plaza 7th Floor, New York, NY 10020
RIA
BD
CRD#: 2288
NEW YORK, NY
Past

October 17, 2014 - December 31, 2021

MOUNTAIN STATE ANALYTICS, LLC

RIA
CRD#: 154845
MORGANTOWN, WV

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".
INGALLS & SNYDER, LLC
INGALLS & SNYDER, LLC
2X WEALTH GROUP | STEWART ASSET MANAGEMENT TEAM | NOBSKA CAPITAL MANAGEMENT | INGALLS & SNYDER, LLC | INGALLS & SNYDER LLC | INGALLS & SNYDER | FUNDAMENTAL EQUITY ADVISORS | BRIDGEHAMPTON GROUP | 6TH AVENUE TEAM

CRD#: 2288 / SEC#: 801-5016, 8-1865

RIA
Registered Investment Advisory firm - SEC (8/21/1968 Approved)
Vermont
Registered Investment Advisory firm - SEC (11/6/2001 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

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
Maryland
(9/15/2021)
IAR
Massachusetts
(1/11/2022)
IAR
North Carolina
(9/19/2022)
IAR
Ohio
(9/16/2021)
IAR
Oklahoma
(9/15/2021)
IAR
Pennsylvania
(9/15/2021)
IAR
Texas
(9/15/2021)
IAR
West Virginia
(1/27/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/3/2014
Uniform Investment Adviser Law Examination

Current Firm


INGALLS & SNYDER, LLC
INGALLS & SNYDER, LLC
2X WEALTH GROUP | STEWART ASSET MANAGEMENT TEAM | NOBSKA CAPITAL MANAGEMENT | INGALLS & SNYDER, LLC | INGALLS & SNYDER LLC | INGALLS & SNYDER | FUNDAMENTAL EQUITY ADVISORS | BRIDGEHAMPTON GROUP | 6TH AVENUE TEAM

CRD#: 2288 / SEC#: 801-5016, 8-1865

RIA
Registered Investment Advisory firm - SEC (8/21/1968 Approved)
Vermont
Registered Investment Advisory firm - SEC (11/6/2001 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1 Rockefeller Plaza 7th Floor, New York, NY 10020
Mailing Address
1 Rockefeller Plaza 7th Floor, New York, NY 10020
Phone number
(212) 269-7800
Established
New York since 01/02/1996
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees
84

SEC notice filing (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

INGS_BROCHURE_05152025 (5/16/2025)

Direct owners and executive officers


NamePositionCRD#
I&S GROUP, LLCPARENT HOLDING COMPANY
BOUCHER, THOMAS ONEIL JRMANAGING DIRECTOR730430
CASE, ROBERT ANTHONYCHIEF EXECUTIVE OFFICER1367765
CASE, ROBERT ANTHONYSENIOR MANAGING DIRECTOR1367765
DOUGHERTY, JOHN JOSEPHMANAGING DIRECTOR1960029
GARRISON, APHRODITE MAVRICOSMANAGING DIRECTOR1763811
GRISANTI, ADAM FEXECUTIVE DIRECTOR4413657
GRISANTI, ADAM FCHIEF OPERATIONS OFFICER4413657
GRISANTI, ADAM FCHIEF FINANCIAL OFFICER4413657
JANOVIC, ADAM DAVIDMANAGING DIRECTOR1521203
LANE-ZUCKER, KEITH SIMONMANAGING DIRECTOR4050531
MCLEAN, ALICE BARZUNMANAGING DIRECTOR4477581
MEEHAN, SEAN PATRICKMANAGING DIRECTOR5033839
PARK, CHRISTIAN CHIHONGEXECUTIVE DIRECTOR3106787
PARK, CHRISTIAN CHIHONGCHIEF COMPLIANCE OFFICER3106787
RIEGEL, GUY RICHARDSMANAGING DIRECTOR1050269
THATCHER, JAMES EDWINMANAGING DIRECTOR5872101
WESTON, CHRISTINE ELIZABETHMANAGING DIRECTOR1136404

Regulatory assets under management


Total Number of Accounts4,189
AUM (Assets Under Management)$ 6,897,915,721

Disclosures


Regulatory Event18

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
08/22/2024
09/27/2023

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.

Company Information


INGALLS & SNYDER, LLC

INGALLS & SNYDER, LLC

CRD#: 2288New York, NY 10020

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