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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Donald Wright has been in the financial industry since September 2001. Thomas is currently registered with Morgan Stanley and is active in both the Broker-Dealer and Investment Advisor channels. Thomas has a diverse background, having previously worked at CITIGROUP GLOBAL MARKETS INC., ADVEST, INC., TOWER SQUARE SECURITIES, INC., QUICK & REILLY, INC., and ADVEST, INC. Thomas is licensed to conduct business in 27 states and the District of Columbia. Thomas specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Thomas also offers educational seminars and selects other advisors for his clients. Thomas has a long history of success in the financial industry, and his dedication to his clients is evident in his extensive experience and credentials.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/08/2020 - Present
Morgan Stanley (MYSTIC CT)
MA
01/09/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MA)
CT
01/05/2005 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
CA
12/16/2002 - 01/03/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
06/06/2002 - 10/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
CT
06/15/2001 - 06/20/2002
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 12/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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