UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
38yrs
Based in Dallas, Texas, Larry Wright is a fiduciary financial advisor with 38 years of industry experience. Larry joined Morgan Stanley in 2009, after less than a year at Morgan Stanley & Co. and six years at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 5% by experience in Texas
Office5001 Spring Valley Road Suite 900w, Dallas, TX 75244
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2009 – nowMorgan StanleyCurrent firm
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2002 – 2009UBS Financial Services Inc.Previously
- 1995 – 2002Citigroup Global Markets Inc.Previously
Questions to ask Larry
Tailored to Larry’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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Larry
How do I contact Larry?
Call Morgan Stanley at 914-225-5510 and ask for Larry Wright. Larry works from the Dallas, TX office.
How long has Larry been a financial advisor?
Larry has been in the industry since 1989, about 38 years. Top 5% by experience in Texas.
What licenses does Larry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Larry a fiduciary?
Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Larry paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Larry 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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