James
Wright
Aegis Capital Corp
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About this Advisor
James Wright is a financial advisor who works in New York, New York who has 2 years of relevant experience. Wright currently works for Aegis Capital Corp. During their career, the advisor has held roles at Citibank, Ameriprise Financial, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, American Portfolios Financial Services, Inc and Aegis Capital Corp. Wright has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Connecticut, Florida, New York, South Carolina and Virginia. Aegis Capital Corp is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 19 locations and a total of 297 advisors. It oversees $1 billion in assets under management between its 2,166 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,166 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets. Aegis Capital Corp has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually depend on the financial services offered. Fees charged by Aegis Capital Corp likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
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
James Wright Work History
James has been registered as a financial advisor for 2 years.*
Aegis Capital Corp
American Portfolios Financial Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Ameriprise Financial
Citibank
*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 James 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 Aegis Capital Corp
New York, NY
New York, NY
Melville, NY
Melville, NY
New York, NY
Portland, OR
Miami, FL
Miami, FL
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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