Cetera J Wright
Financial advisor at Rockefeller Capital Management · Charlotte, NC
Last updated 2026-10-10
Claim your profileCetera J Wright is a financial advisor at Rockefeller Capital Management in Charlotte, NC, CRD 6363627. Licenses and exams on the registration: Series 66. IAPD registration began 2014-09-24.
Registration
- CRD number
- 6363627
- Registration status
- Active
- IAPD registration
- 2014-09-24
- Industry Experience
- 12 years
- Work Experience
- 12 years
- States registered
- NC, TX
Licenses and exams
- Series 66
Work history
- 2014-07 to 2023-03 · Morgan Stanley · Charlotte, NC
- 2020-06 to 2023-03 · Morgan Stanley Private Bank, N.A · New York, NY
- 2023-03 to Present · Rockefeller Financial LLC · Charlotte, NC
Current employment
- Rockefeller Financial LLC · New York, NY
Rockefeller Capital Management
- Regulatory AUM
- $99,603,487,232
- Registered advisors
- 1,040
- Offices
- 205
- Clients per advisor
- 48.4 (Low)
- Average AUM per client
- $2M (Low)
- High-net-worth client ratio
- 30.3% (Moderate)
Rockefeller Capital Management: advisors, services and reported ETF investments
About
Cetera J Wright is a financial advisor at Rockefeller Financial LLC, operating as Rockefeller Capital Management in Charlotte, NC. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Morgan Stanley Private Bank, N.A, Morgan Stanley.
SEC disclosures list additional business and community activities: Lets Just Dance; Not Investment Related ; Kannapolis: Also doing some choreography for dance competitions and shows.
Rockefeller Capital Management's firm-level Form ADV reports 1,040 advisors across 205 offices; approximately 48.4 clients per advisor, average assets per client of $1,980,504, and regulatory AUM of $99.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Rockefeller Capital Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
5605 Carnegie Blvd., Suite 220, Charlotte, NC 28209
36 advisors at this office.
Contact
The firm's filed contact details.
Official record
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