Shane Thomas Wright

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

11 years in the industry.

1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
2. J.P. Morgan Securities LLCApr 2025 to Mar 2026
3. JPMorgan Chase Bank, N.A.Apr 2025 to Mar 2026
4. Autonation NissanMar 2025 to Apr 2025
5. UnemployedMar 2025 to Mar 2025
6. StatefarmDec 2024 to Feb 2025
7. EnterpriseNov 2022 to Nov 2024
8. Enterprise MobilityNov 2022 to Nov 2024
9. Cold Beers and CheeseburgersJun 2022 to Oct 2022
10. Wood Fired Pizza Chandler LLC Craft 64Mar 2022 to May 2022
11. UnemployedFeb 2022 to Feb 2022
12. American Public UniversityJun 2019 to Mar 2022
13. Twiggs Martini Bar and BistroJun 2019 to Jan 2022
14. TrugreenApr 2019 to Jun 2019
15. UnemployedNov 2018 to Mar 2019
16. TrugreenJun 2018 to Oct 2018
17. Coleman World GroupApr 2018 to Jun 2018
18. Shopko Operating Company LLCMar 2018 to Mar 2018
19. Holiday Retirement - Historical DataJan 2018 to Feb 2018
20. Burlington StoresOct 2017 to Jan 2018
21. Washington State UniversitySep 2017 to Jun 2018
22. Ambro IncJul 2017 to Oct 2017
23. QualfonApr 2017 to Jun 2017
24. TrugreenMar 2017 to Jun 2017
25. UnemployedJan 2017 to Feb 2017
26. Mcar- Out of BusinessMar 2015 to Dec 2016

Exams passed

• Series 63 · Uniform Securities Agent State Law2025
• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

8077804

Firm CRD

7691