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Matthew Wright

24 Years of Experience
Fort Lauderdale, FL
Broker

Matthew Wright is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

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

500 W Cypress Creek Rd, Ste 680, Fort Lauderdale, FL, 33309

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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 Activities

Matthew has 15% ownership in McKinnon Wealth Management LLC, doing business as McKinnon Wright Wealth Management. He dedicates full-time hours to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2012 - Present · 13 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2012 - Present · 13 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
April 2002 - October 2012 · 10 yrs 6 mos
UBS Financial Services INC.Broker
February 2002 - October 2012 · 10 yrs 8 mos
State Registrations30 states
ALCACODCFLGAILINKSKYMAMDMIMNMSNCNHNJNYOHOKPARISCTNTXUTVAWAWI
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.
Matthew Wright - Financial Advisor | TrueAdvisor