Morgan Stanley
46yrs
Top advisor by experience in Providence
28yrs
David Wright is a fiduciary financial advisor in Providence, Rhode Island, with 28 years in the industry. David joined Morgan Stanley in 2009, after 11 years at Citigroup Global Markets. 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 477 advisors with offices in Providence, and one of 451 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience in Rhode Island
OfficeOne Financial Plaza 19th Floor, Providence, RI 02903
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 ?2 states
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
- 1998 – 2009Citigroup Global Markets Inc.Previously
Contact David
(914) 225-5510Firm headquarters in Purchase, NY. Ask for David. One Financial Plaza 19th FloorProvidence, RI 02903Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Morgan Stanley at (914) 225-5510 and ask for David Wright. David works from the Providence, RI office.
How long has David been a financial advisor?
David has been in the industry since 1998, about 28 years. Top 19% by experience in Rhode Island.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David 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 David 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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