Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
27yrs
Kevin Wright is a fiduciary financial advisor in Westlake Village, California, with 27 years in the industry. Kevin joined Wells Fargo Advisors in 2021, after eight years at Morgan Stanley and a year at Prudential Equity Group. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office3059 Townsgate Rd 4th Floor, Suite 400, Westlake Village, CA 91361
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2021Morgan StanleyPreviously
- 2003 – 2013Wells Fargo Clearing Services, LLCPreviously
- Jan 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact Kevin
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Kevin. 3059 Townsgate Rd 4th Floor, Suite 400Westlake Village, CA 91361Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Kevin
Tailored to Kevin’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 Kevin
How do I contact Kevin?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Kevin Wright. Kevin works from the Westlake Village, CA office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.
What licenses does Kevin hold?
Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kevin 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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