Daniel M. Wright
Professional summary
Daniel Micheal Wright, who also goes by Dan M Wright Crpc, Dan Wright, Daniel M Wright Crpc, Daniel M Wright, Daniel Wright, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Joliet, Illinois and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Micheal Wright's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
September 26, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111August 19, 2021 - September 17, 2022
J.P. MORGAN SECURITIES LLC
August 19, 2021 - September 17, 2022
J.P. MORGAN SECURITIES LLC
July 29, 2020 - July 7, 2021
PRUCO SECURITIES, LLC.
July 29, 2020 - July 7, 2021
PRUCO SECURITIES, LLC.
July 27, 2017 - August 11, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 27, 2017 - August 11, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 22, 2016 - February 9, 2017
EDWARD JONES
March 30, 2016 - February 9, 2017
EDWARD JONES
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
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.
