DW
DW

Daniel Wright

32 Years of Experience
Nashville, TN
Broker

Daniel Wright is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Nashville, TN, with 32 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

501 Commerce Street, Nashville, TN, 37203

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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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Employment History
Current Registrations
Sanford C. Bernstein & CO., LLCBroker
June 2023 - Present · 2 yrs 11 mos
Alliancebernstein L.P.
June 2023 - Present · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLC
June 2023 - Present · 2 yrs 11 mos
Alliancebernstein Investments, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Alliancebernstein Investments, INC.
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
December 2021 - May 2023 · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
September 2020 - May 2023 · 2 yrs 8 mos
Perella Weinberg Partners LPBroker
June 2018 - October 2020 · 2 yrs 4 mos
Tudor Pickering Holt & CO Advisors LPBroker
June 2018 - October 2020 · 2 yrs 4 mos
Tudor, Pickering, Holt & CO. Securities, LLCBroker
June 2018 - October 2020 · 2 yrs 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2017 - June 2018 · 6 mos
National Planning CorporationBroker
December 2017 - June 2018 · 6 mos
Investment Centers of America, INC.Broker
July 2016 - June 2018 · 1 yr 11 mos
Sii Investments, INC.Broker
July 2016 - June 2018 · 1 yr 11 mos
Invest Financial CorporationBroker
July 2016 - June 2018 · 1 yr 11 mos
National Planning CorporationBroker
July 2016 - December 2017 · 1 yr 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2016 - December 2017 · 1 yr 5 mos
Curian Clearing, LLCBroker
December 2014 - September 2017 · 2 yrs 9 mos
Curian Capital, LLC
March 2006 - October 2016 · 10 yrs 7 mos
Jackson National Life Distributors LLCBroker
June 2005 - May 2018 · 12 yrs 11 mos
H.D. Vest Advisory Services, INC
August 2003 - March 2006 · 2 yrs 7 mos
H.D. Vest Investment ServicesBroker
November 2000 - June 2005 · 4 yrs 7 mos
Cigna Financial Services, INC.Broker
April 1999 - March 2000 · 11 mos
Moors & Cabot, INC.Broker
March 1998 - April 1999 · 1 yr 1 mo
National Financial Services CorporationBroker
September 1997 - March 1998 · 6 mos
Fidelity Brokerage Services, INC.Broker
July 1996 - September 1997 · 1 yr 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 1996 - July 1996 · 0 mos
H.D. Vest Investment Securities, INC.Broker
May 1993 - June 1996 · 3 yrs 1 mo
State Registrations1 state
TN
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.