Supreme Alliance
47yrs
Top advisor by experience in Charlotte
11yrs
Dwayne Wright is a financial advisor in Charlotte, North Carolina, with 11 years in the industry. Dwayne joined Vanguard Advisers in 2018, a firm offering financial planning, investment management, and private fund management. Dwayne holds the CFP® designation.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 58% of advisors at Vanguard Advisers
Office1030 Admiral Nelson Ct, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?2 states
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowVanguard Advisers, Inc.Current firm
Contact Dwayne
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Dwayne. 1030 Admiral Nelson CtCharlotte, NC 28262Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask Dwayne
Tailored to Dwayne’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 Dwayne
How do I contact Dwayne?
Call Vanguard Advisers at (610) 669-1000 and ask for Dwayne Wright. Dwayne works from the Charlotte, NC office.
How long has Dwayne been a financial advisor?
Dwayne has been in the industry since 2016, about 11 years. More experience than 58% of advisors at Vanguard Advisers.
What licenses does Dwayne hold?
Series 63. Tap any license on this page to see what it allows.
Is Dwayne a fiduciary?
Dwayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dwayne paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dwayne 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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