D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
33yrs
Cheree Wright is a fiduciary financial advisor in Seattle, Washington, with 33 years in the industry. Cheree joined Oppenheimer & Co. in 2017, after eight years at Morgan Stanley and two years at Morgan Stanley & Co.. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in Washington
Office701 Pike Street Suite 2100, Seattle, WA 98101
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- 2017 – nowOppenheimer & Co. Inc.Current firm
- 2009 – 2017Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2002 – 2007Morgan Stanley DW Inc.Previously
Contact Cheree
Local office(206) 757-3444Ask for Cheree. (212) 668-8000Main office · New York, NY 701 Pike Street Suite 2100Seattle, WA 98101Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Cheree
Tailored to Cheree’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 Cheree
How do I contact Cheree?
Call Cheree’s local office at (206) 757-3444 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Cheree Wright.
How long has Cheree been a financial advisor?
Cheree has been in the industry since 1993, about 33 years. Top 10% by experience in Washington.
What licenses does Cheree hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Cheree a fiduciary?
Cheree is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cheree paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Cheree 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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