Michael
Wright
Materetsky Financial Group
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About this Advisor
Michael Wright is a certified financial planner based out of Syosset, New York with a total of 3 years of industry experience. Wright is an advisor for Materetsky Financial Group. Their career trajectory has included roles at Hsbc Securities (Usa) Inc, Tcw Funds Distributors, Trust Company Of The West, Broadbrook Enterprises, Private Client Services and Materetsky Financial Group. Wright has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and New York. Materetsky Financial Group is a financial advisory business based out of Boynton Beach, FL. It has a total of 12 financial advisors. It controls $437 million in total assets among its 1,709 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,709 customer accounts, 58% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees vary depending on the type of services provided. Fees charged by Materetsky Financial Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Materetsky Financial Group Brokerage Details
$437,314,734
12
1,709
$255,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Michael Wright Work History
Michael has been registered as a financial advisor for 3 years.*
Private Client Services
Materetsky Financial Group
Broadbrook Enterprises
Tcw Funds Distributors
Trust Company Of The West
Hsbc Securities (Usa) Inc
*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 Michael 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 Materetsky Financial Group
Syosset, NY
Syosset, NY
Boynton Beach, FL
Syosset, NY
Syosset, NY
Syosset, NY
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.
