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Frederick Wright

LPL Financial LLC
50 Years of Experience
Succasunna, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Frederick Wright is a registered investment advisor at LPL Financial LLC, based in Succasunna, NJ, with 50 years of industry experience. Frederick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15 Commerce Blvd Ste 303, Succasunna, NJ, 07876

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
Customer Dispute
October 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frederick operates Wright Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours to it. He is also an agent selling non-variable insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
August 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
August 2022 - Present · 4 yrs 2 mos
LPL Financial LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2012 - August 2022 · 10 yrs 1 mo
Ameriprise Financial Services, LLC
July 2012 - August 2022 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - July 2012 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - July 2012 · 33 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1977 - September 1978 · 11 mos
Scott Planning Company, INC.Broker
October 1976 - November 1979 · 3 yrs 1 mo
State Registrations24 states
ALAZCACOCTFLKYMAMDMNNCNHNJNMNVNYOHORPASCTXVAVTWA
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.
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