Integrated Wealth Concepts
42yrs
Top advisor by experience in Rockland
20yrs
Kurt Ryan Wright
Financial advisor at UBS Financial Services
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office1099 Hingham Street, Rockland, MA 02370
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- Jun 2026 – nowUBS Financial Services Inc.Current firm
- 2012 – 2026Wells Fargo Clearing Services, LLCPreviously
- Aug 2011 – Sep 2012UBS Financial Services Inc.Previously
- Apr 2007 – Sep 2008Morgan Stanley & Co. LLCPreviously
- Oct 2006 – Apr 2007Morgan Stanley DW Inc.Previously
Questions to ask Kurt
Tailored to Kurt’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kurt
How do I contact Kurt?
Call UBS Financial Services at 201-352-3000 and ask for Kurt Ryan Wright. Kurt works from the Rockland, MA office.
How long has Kurt been a financial advisor?
Kurt has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Kurt hold?
Series 66. Tap any license on this page to see what it allows.
Is Kurt a fiduciary?
Kurt is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kurt paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Kurt for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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