Tricord Wealth Advisors
43yrs
Top advisor by experience in Worthington
11yrs
Steven Wright has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Worthington, Ohio. Steven has been with Morgan Stanley since 2022; before that, Steven spent two years at Boenning & Scattergood and two years at Cartwright Advisors. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 156 advisors with offices in Worthington, and one of 107 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeWorthington, OH
FirmMorgan Stanley
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
- 2022 – nowMorgan StanleyCurrent firm
- 2019 – 2022Boenning & Scattergood, Inc.Previously
- 2017 – 2019Cartwright Advisors LLCPreviously
- Mar 2017 – Aug 2017Echo AdvisorsPreviously
- Apr 2016 – Nov 2016Corecap AdvisorsPreviously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Steven
How do I contact Steven?
Call Morgan Stanley at 914-225-5510 and ask for Steven Wright. Steven works from the Worthington, OH office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven 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 Steven 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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