linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Robert Wright

Verdence Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Robert Wright

Kelly Robert Wright is a financial advisor with over 30 years of experience in the industry. Kelly Wright is currently registered with Verdence Capital Advisors, LLC. Kelly Wright has held previous positions with firms like Signator Investors, Inc., Sun Investment Services Company, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Kelly Robert Wright is a Certified Financial Planner and offers a range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Kelly Wright is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Wright’s Registration & Firm History

MD

06/24/2022 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MA

08/29/1997 - 07/11/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/05/1993 - 08/29/1997

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

NY

05/25/1988 - 01/12/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

05/25/1988 - 01/12/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Kelly Robert Wright is right for you?

Licenses & Designations

BC

Issued 09/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Robert Wright.
Not sure if Kelly Robert Wright is right for you?