RBC Capital Markets
47yrs
Top advisor by experience in Orlando
2yrs
Coleby Wright
Financial advisor at Cambridge Investment Research Advisors
Coleby Wright has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Orlando, Florida. Coleby joined Cambridge Investment Research Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4767 New Broad St. Suite. 1034, Orlando, FL 32814
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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
- 2024 – nowCambridge Investment Research Advisors, Inc.Current firm
Questions to ask Coleby
Tailored to Coleby’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Coleby
How do I contact Coleby?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Coleby Wright. Coleby works from the Orlando, FL office.
How long has Coleby been a financial advisor?
Coleby has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Coleby hold?
Series 66. Tap any license on this page to see what it allows.
Is Coleby a fiduciary?
Coleby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Coleby paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Coleby 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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