Elizabeth C. Wright

EAGLEBROOK ADVISORS

Scottsdale, AZ

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CRD#: 6971144

Professional summary

Elizabeth C Wright, who also goes by Elizabeth Colleen Wright, is a registered financial advisor currently at EAGLEBROOK ADVISORS located in Scottsdale, Arizona.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Elizabeth has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Colleen 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth C 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®

None

Experience

Current

June 28, 2024 - Present

EAGLEBROOK ADVISORS

RIA

CRD#: 304438

Scottsdale, AZ

Past

March 16, 2023 - May 9, 2023

MORGAN STANLEY

CRD#: 149777

Chicago, IL

Past

December 9, 2019 - April 23, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

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".

EAGLEBROOK ADVISORS

EAGLEBROOK ADVISORS | KING CAPITAL PARTNERS | EAGLEBROOK ADVISORS, INC.

CRD#: 304438 / SEC#: 801-122813

RIA

Registered Investment Advisory firm - (12/7/2021 Approved)

California

Registered Investment Advisory firm - (1/14/2022 Terminated)

Maryland

Registered Investment Advisory firm - (12/16/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (12/23/2021 Terminated)

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).

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

Arizona
(6/28/2024)

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

State Security Law Exam

IAR

Series 65

Date: 6/19/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/6/2019

Securities Industry Essentials Examination

Current Firm

EAGLEBROOK ADVISORS

EAGLEBROOK ADVISORS | KING CAPITAL PARTNERS | EAGLEBROOK ADVISORS, INC.

CRD#: 304438 / SEC#: 801-122813

RIA

Registered Investment Advisory firm - (12/7/2021 Approved)

California

Registered Investment Advisory firm - (1/14/2022 Terminated)

Maryland

Registered Investment Advisory firm - (12/16/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (12/23/2021 Terminated)

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Contact information

Main Address

205 Hudson Street 7th Floor, New York, NY 10013

Mailing Address

Phone number

(786) 807-7374

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 FORM CRS (10/29/2025)

MARCH 2025 FORM ADV PART 2 (10/29/2025)

Regulatory assets under management

Total Number of Accounts	991
AUM (Assets Under Management)	$ 350,185,986

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report

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.

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Elizabeth C. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth C Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLEBROOK ADVISORS

MORGAN STANLEY

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

EAGLEBROOK ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/2024

Series 7TO

Date: 10/2/2022

SIE

Date: 9/6/2019

Current Firm

EAGLEBROOK ADVISORS

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLEBROOK ADVISORS

TRUST BUT VERIFY

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