Donald Wright has been Senior Client Advisor of Crescent Grove Advisors since May 2015, is not listed as a control person, but directly owns under 5% of the firm. Donald Wright holds a BA in Sociology from Lee University and a J.D. from Regent University School of Law.
Crescent Grove Advisors, LLC is a Lake Forest, IL firm with $5.5B under management, 382 clients and 14 advisers across 3 offices, as of its March 2026 filing.
Anthony Wright is Senior Client Advisor of Crescent Grove Advisors, based in Atlanta, GA. He is Manager of the firm's Atlanta Office and serves on its Investment Committee and Cash Balance Pension Plan Committee. Before joining the firm as an equity partner, he was a Senior Client Advisor at Cedar Street Advisors, and earlier an Account Manager with a subsidiary of Goldman Sachs.
Donald Wright’s longest registration is the current one, 11 years at Crescent Grove Advisors since 2015. Before joining Crescent Grove Advisors in 2015, Donald Wright was registered through Bmo Asset Management Corp. and M&i Investment Management Corp.
- Crescent Grove AdvisorsCurrent– present · 11 yearsAtlanta, GA · Adviser representative · Firm CRD 170912
- Bmo Asset Management Corp.– · 2 yearsChicago, IL · Adviser representative · Firm CRD 106466
- M&i Investment Management Corp.– · 2 yearsMilwaukee, WI · Adviser representative · Firm CRD 109802
- The Ayco Company,l.p.– · 7 yearsAtlanta, GA · Adviser representative · Firm CRD 106693
Investment adviser representative registrations
Donald Wright is registered as an investment adviser representative in Georgia, since May 2015.
- GeorgiaSince 12 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2000 |
| Series 7 | General Securities Representative Examination | 27 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Anthony Wright
- CRD
- 4187472
- Firm
- Crescent Grove Advisors · CRD 170912
- Role
- Senior Client Advisor
- Office
- 3399 PEACHTREE ROAD NE, SUITE 1700, Atlanta, GA 30326
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crescentgroveadvisors.com
Where does Donald Wright work?
Donald Wright has been Senior Client Advisor of Crescent Grove Advisors, LLC since May 2015.
Is Donald Wright a financial advisor?
Yes. Donald Wright has a current investment-adviser registration in Georgia, through Crescent Grove Advisors since May 2015.
How many years of experience does Donald Wright have?
Donald Wright has 23 years in the financial industry, since May 2003, across 4 adviser firms.
What exams has Donald Wright passed?
Donald Wright has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2000. FINRA credited Donald Wright with the SIE, which began in October 2018.
Where did Donald Wright work before Crescent Grove Advisors?
Before Crescent Grove Advisors, Donald Wright was registered through Bmo Asset Management Corp., June 2012 to May 2015; M&i Investment Management Corp., June 2010 to June 2012; The Ayco Company,l.p., February 2003 to March 2010.
Where is Donald Wright based?
Donald Wright’s registered office is in Atlanta, GA.
Is Donald Wright registered with FINRA?
No. Donald Wright has no current broker registration.
How can I verify Donald Wright’s record?
Search CRD 4187472 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Wright’s full registration record.
Nicholas KochanskiFounder, Chief Financial Officer and Managing Director
Elizabeth WatkinsChief Compliance Officer, Chief Operating Officer
Gregg GeorgeFounder, Chief Legal Officer and Managing Director
David KeevinsFounder, Chief Investment Officer and Managing Director
Mitchell ProskFounder, Senior Client