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Robert Wright
32 Years of Experience
Highlands Ranch, CO
Broker
Robert Wright is a registered investment advisor at Cetera Investment Advisers LLC, based in Highlands Ranch, CO, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Highlands Ranch, CO
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
December 2011 - Present · 14 yrs 5 mos
Cetera Advisors LLCBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
May 2014 - March 2024 · 9 yrs 10 mos
World Group Securities, INC.Broker
March 2006 - January 2007 · 10 mos
Charles Schwab & CO., INC.Broker
June 1987 - January 2005 · 17 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.