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WRIGHT INVESTORS SERVICE INC

SHELTON, CT · CRD 106302 · IAPD ↗ · wrightinvestors.com · 203-783-4400

$1.21BRegulatory AUM
9Advisory reps
22Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — WRIGHT INVESTORS SERVICE INC notice-filed in NH, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — WRIGHT INVESTORS SERVICE INC notice-filed in CA, FL, IL, NE, NV, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — WRIGHT INVESTORS SERVICE INC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.