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Brian M. Wright
PITTSBURGH FINANCIAL PLANNERS
Bridgeville, PA 15017
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CRD#: 7987489
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Professional summary
Brian Mathew Wright is a registered financial advisor currently at PITTSBURGH FINANCIAL PLANNERS, INC. located in Bridgeville, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
UBER DRIVER/OPERATOR SINCE 05/2015 NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Brian Mathew Wright's 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®
NoneExperience
Current
September 18, 2024 - Present
PITTSBURGH FINANCIAL PLANNERS, INC.
Office #1: 1195 Washington Pike Suite 100, Bridgeville, PA 15017RIA
CRD#: 14155
Bridgeville, PA
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".
PF
PITTSBURGH FINANCIAL PLANNERS, INC.
PITTSBURGH FINANCIAL PLANNERS, INC.
CRD#: 14155 / SEC#: 801-123722, 8-30451
RIA
Registered Investment Advisory firm - SEC (4/15/2022 Approved)Florida
Registered Investment Advisory firm - SEC (12/11/2015 Terminated)Louisiana
Registered Investment Advisory firm - SEC (4/19/2022 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/7/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (9/3/2019 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/18/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (4/19/2022 Terminated)Texas
Registered Investment Advisory firm - SEC (4/18/2022 Terminated)BD
Terminated by SEC on 07/31/2011
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
Pennsylvania(9/18/2024)
Current Firm
PF
PITTSBURGH FINANCIAL PLANNERS, INC.
PITTSBURGH FINANCIAL PLANNERS, INC.
CRD#: 14155 / SEC#: 801-123722, 8-30451
RIA
Registered Investment Advisory firm - SEC (4/15/2022 Approved)Florida
Registered Investment Advisory firm - SEC (12/11/2015 Terminated)Louisiana
Registered Investment Advisory firm - SEC (4/19/2022 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/7/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (9/3/2019 Terminated)Ohio
Registered Investment Advisory firm - SEC (4/18/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (4/19/2022 Terminated)Texas
Registered Investment Advisory firm - SEC (4/18/2022 Terminated)BD
Terminated by SEC on 07/31/2011
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Contact information
Main Address
1195 Washington Pike Suite 100, Bridgeville, PA 15017
Mailing Address
Phone number
(412) 220-1690
Established
Pennsylvania since 07/14/1983
Firm type
Corporation
Fiscal year end
June
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 500 |
| AUM (Assets Under Management) | $ 160,622,430 |
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.
