RW
CFP
RW
CFP

Richard Wright

36 Years of Experience
Parsippany, NJ
BrokerSells Insurance

Richard Wright is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 36 years of industry experience.

Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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History

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.

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Other Business ActivitiesSells Insurance

Richard is affiliated with Bleakley Financial Group as an RIA and IAR, dedicating full-time hours to serving clients. He also works as an insurance agent providing fixed insurance advice, spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Onepoint Bfg Wealth Partners
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2015 - April 2025 · 10 yrs 2 mos
Private Advisor Group, LLC
December 2014 - July 2022 · 7 yrs 7 mos
Northwestern Mutual Investment Services,llc
November 2007 - February 2015 · 7 yrs 3 mos
Northwestern Mutual Wealth Management Company
February 2006 - April 2007 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
July 1990 - February 2015 · 24 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
July 1990 - January 2002 · 11 yrs 6 mos
MML Investors Services, INC.Broker
December 1989 - June 1990 · 6 mos
State Registrations17 states
ALCACTDEFLMANCNHNJNYOHPASCSDVAVTWI
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.
Richard Wright - Financial Advisor | TrueAdvisor