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Advisors / Connecticut / Mystic
25yrs

Thomas Wright

Financial advisor at Morgan Stanley

Thomas Wright has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Mystic, Connecticut. After three years at Citigroup Global Markets and a year at Advest, Thomas joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.

One of 97 advisors with offices in Mystic, and one of 92 fiduciaries.

Mystic, CT 06355Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience25 years (since 2001)
How that compares ?More experience than 71% of advisors nationwide
Office12 Coogan Boulevard Suite 201, Mystic, CT 06355
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.

Series 66Uniform Combined State Law Examination

Career

  1. 2009 – now
    Morgan StanleyCurrent firm
  2. 2006 – 2009
  3. Jan 2005 – Dec 2005
    Advest, Inc.Previously
  4. 2002 – 2005
    Tower Square Securities, Inc.Previously
  5. Sep 2002 – Oct 2002
    Quick & Reilly, Inc.Previously

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Thomas

How do I contact Thomas?

Call Morgan Stanley at (914) 225-5510 and ask for Thomas Wright. Thomas works from the Mystic, CT office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2001, about 25 years. More experience than 71% of advisors nationwide.

What licenses does Thomas hold?

Series 66. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Thomas 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 Thomas 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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