Morgan Stanley
47yrs
Top advisor by experience in New York
40yrs
James Wright
Financial advisor at Aegis Capital
James Wright has worked in the financial industry for 40 years and is a fiduciary financial advisor based in New York, New York. James has been with Aegis Capital since 2021; before that, James spent seven years at American Portfolios Advisors. Aegis Capital offers financial planning, investment management, and private fund management and is paid through a percentage of assets and hourly fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 3% by experience in New York
OfficeNew York, NY
FirmAegis Capital
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$508,532
Advisors at the firm101
States licensed ?1 state
Services through Aegis Capital
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAegis Capital Corp.Current firm
- 2015 – 2021American Portfolios Advisors, Inc.Previously
Contact James
(212) 813-1010Aegis Capital main office New York, NYOffice · Get directions Instagram pageAegis CapitalIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Aegis Capital at (212) 813-1010 and ask for James Wright. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 1987, about 40 years. Top 3% by experience in New York.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Aegis Capital reports being paid by a percentage of the assets they manage, hourly fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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