Stephen
Wright
Congress Wealth Management LLC
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About this Advisor
Stephen Wright is a certified financial planner operating in Miami, Florida with a total of 2 years of relevant experience. Wright is on the advisory team at Congress Wealth Management LLC. Throughout their career, Wright has worked at Kathleen Day & Associates, Pinnacle Advisory Group and Congress Wealth Management LLC. Wright has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Florida. Congress Wealth Management LLC is a business based out of Boston, MA. The company has offices in 10 locations and a total of 70 financial advisors. It has $5 billion in total assets across its 10,485 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 10,485 accounts, 56% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on which services are provided. However, fee types billed by Congress Wealth Management LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Congress Wealth Management LLC Brokerage Details
$5,144,514,705
70
10,485
$490,655
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephen Wright Work History
Stephen has been registered as a financial advisor for 2 years.*
Congress Wealth Management LLC
Pinnacle Advisory Group
Kathleen Day & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Congress Wealth Management LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Columbia, MD
Miami, FL
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
