Susan M Wright
Investment adviser representative at Match Grade Advisors
13 yearsExperience
1 stateRegistered in
$479.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Match Grade Advisors, LLCDec 2020 to now
- Coastal Retirement ConsultantsSep 2013 to now
- Tag, Wolters Kluwer Law and BusinessMay 2014 to Aug 2020
- Retirement Funding Advisors, LLCMay 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Match Grade Advisors
Legal name: Match Grade Advisors, LLC
$479.4MAssets managed
372Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6147326
- Firm CRD
- 299181