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Rosemary Soto Wright

Whitwell & CO, LLC

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About Rosemary Soto Wright

Rosemary Wright is a financial advisor who has been in the industry since 1987. Rosemary is currently registered with Whitwell & Co, LLC, an investment advisory firm based in Austin, Texas. Rosemary holds Series 7, Series 63 and Series 65 licenses. In addition to her work with Whitwell & Co, LLC, Rosemary is also a member of the Lantana Ladies Leagues, a 501(c)(3) organization.

Firm Information

Rosemary Wright is currently registered with Whitwell & CO, LLC. Whitwell & CO, LLC is an investment advisory firm that provides financial planning, portfolio management for individuals, and pension consulting services. They have a team of 3 investment advisor representatives and 1 licensed agent, and manage approximately $55 million in assets for 184 clients. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and corporations or other businesses.

$55.36M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Rosemary Wright’s Registration & Firm History

TX

01/06/2025 - Present

Whitwell & CO, LLC (Austin TX)

MO

05/10/2000 - 09/17/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

FL

07/16/1999 - 05/11/2000

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

WI

05/12/1998 - 07/16/1999

INVEST FINANCIAL CORPORATION (APPLETON WI)

MN

10/07/1996 - 05/15/1998

COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)

MA

02/06/1996 - 08/23/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

01/01/1992 - 11/06/1995

NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)

NA

09/24/1987 - 01/01/1992

SOVRAN INVESTMENT CORPORATION

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Licenses & Designations

IA

Issued 12/22/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rosemary Soto Wright.
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