Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
10yrs
Daniel Wright has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Morristown, New Jersey. Daniel has been with Private Advisor Group since 2023; before that, Daniel spent four years at Equitable Advisors and two years at Sphere. Daniel holds the CFP® designation.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office305 Madison Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?1 state
Services through Private Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Career
- 2023 – nowPrivate Advisor Group, LLCCurrent firm
- 2019 – 2023Equitable Advisors, LLCPreviously
- 2017 – 2019Sphere, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Private Advisor Group at 973-538-7010 and ask for Daniel Wright. Daniel works from the Morristown, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel 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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