Stuart Wright is a registered investment advisor, based in Walkersville, MD, with 9 years of industry experience.
Location
200 Commerce Dr, Walkersville, MD, 21793
Get directionsHistory
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 →Other Business Activities
Stuart administers trusts for ACNB Bank, responding to client inquiries and ensuring data accuracy. This activity is not investment-related and the time commitment is not specified.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Investment Services LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Advice and Planning Services
July 2022 - November 2023 · 1 yr 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2022 - November 2023 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - March 2022 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - March 2022 · 6 yrs 3 mos
State Registrations2 states
MDPA
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.