Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
5yrs
Kaleb Bryan Wright
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4242 SIX Forks Rd, Raleigh, NC 27609
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment 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.
Uniform Combined State Law Examination
Career
- 2023 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- Sep 2021 – Mar 2023Equitable Advisors, LLCPreviously
Questions to ask Kaleb
Tailored to Kaleb’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Kaleb
How do I contact Kaleb?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Kaleb Bryan Wright. Kaleb works from the Raleigh, NC office.
How long has Kaleb been a financial advisor?
Kaleb has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Kaleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Kaleb a fiduciary?
Kaleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kaleb paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kaleb 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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