UBS Financial Services
47yrs
Top 1% by experience in Atlanta
12yrs
Cetera Wright
Full name on record: Cetera J Wright
Financial advisor at Rockefeller Capital Management
Cetera Wright has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Atlanta, Georgia. Cetera has been with Rockefeller Capital Management since 2023; before that, Cetera spent nine years at Morgan Stanley. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3060 Peachtree Road, NW, Suite 110, Atlanta, GA 30305
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRockefeller Financial LLCCurrent firm
- 2014 – 2023Morgan StanleyPreviously
Contact Cetera
(212) 549-5100Firm headquarters in New York, NY. Ask for Cetera. 3060 Peachtree Road, NW, Suite 110Atlanta, GA 30305Office · Get directions
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Questions to ask Cetera
Tailored to Cetera’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
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About Cetera
How do I contact Cetera?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Cetera Wright. Cetera works from the Atlanta, GA office.
How long has Cetera been a financial advisor?
Cetera has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Cetera hold?
Series 66. Tap any license on this page to see what it allows.
Is Cetera a fiduciary?
Cetera is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cetera paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Cetera 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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