MW
CFP
MW
CFP

Maureen Wright

8 Years of Experience
Oak Brook, IL
Broker

Maureen Wright is a CFP-designated registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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

Maureen owns The Financial Fashion Planner, an online fashion and finance-centric blog, since 2020. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Savant Wealth Management
February 2020 - August 2022 · 2 yrs 6 mos
Huber Financial
March 2017 - August 2020 · 3 yrs 5 mos
State Registrations37 states
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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.