Robert
Wright
Advocacy Wealth Management, LLC
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About this Advisor
Robert Wright is a financial advisor based in Atlanta, Georgia, working with Advocacy Wealth Management, LLC. Robert has previously held positions at Delta Air Lines, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, E*Trade Securities LLC, E*Trade Capital Management LLC, and Advocacy Wealth Management LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Robert is part of Advocacy Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 4 offices and 30 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Advocacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advocacy Wealth Management, LLC Brokerage Details
$1,723,821,312
30
1,715
$1,005,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Robert Wright Work History
Advocacy Wealth Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Delta Air Lines
Disclosures
Please visit the SEC profile of Robert 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 Advocacy Wealth Management, LLC
Atlanta, GA
Columbia, SC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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