Stephen Wade has been Partner and CIO of Wright Wealth since June 2025, is a control person of the firm and directly owns between 10% and 25% of it.
Wright Wealth LLC is an Atlanta, GA firm with $188M under management, 242 clients and 7 advisers across 8 offices, as of its September 2026 filing.
Stephen Wade’s longest registration was 7 years at Morgan Stanley (2015–2022). Before joining Wright Wealth in 2024, Stephen Wade was registered through Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Morgan Stanley– · 7 yearsAtlanta, GA · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearAtlanta, GA · Adviser representative · Firm CRD 7691
- Regentatlantic– · 2 yearsMorristown, NJ · Adviser representative · Firm CRD 105995
Investment adviser representative registrations
Stephen Wade is registered as an investment adviser representative in 4 states. The first approvals date from January 2024; the most recent is Tennessee, in July 2024.
- FloridaSince 12 April 2024
- GeorgiaSince 12 April 2024
- North CarolinaSince 18 January 2024
- TennesseeSince 8 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 2014 |
| Series 7 | General Securities Representative Examination | 1 December 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Kyle Wade
- CRD
- 5919229
- Firm
- Wright Wealth · CRD 321215
- Role
- Partner and CIO
- Office
- TWO BALLPARK CENTER, 800 BATTERY AVENUE SE, SUITE 300, Atlanta, GA 30339
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Wade work?
Stephen Wade has been Partner and CIO of Wright Wealth LLC since June 2025, and is a control person of the firm.
Is Stephen Wade a financial advisor?
Yes. Stephen Wade has a current investment-adviser registration in Florida, Georgia, North Carolina and Tennessee, through Wright Wealth since January 2024.
How many years of experience does Stephen Wade have?
Stephen Wade has 14 years in the financial industry, since April 2012, across 4 adviser firms.
What exams has Stephen Wade passed?
Stephen Wade has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in February 2012. FINRA credited Stephen Wade with the SIE, which began in October 2018.
Where did Stephen Wade work before Wright Wealth?
Before Wright Wealth, Stephen Wade was registered through Morgan Stanley, June 2015 to September 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2014 to May 2015; Regentatlantic, February 2012 to January 2015.
Where is Stephen Wade based?
Stephen Wade’s registered office is in Atlanta, GA.
Is Stephen Wade registered with FINRA?
No. Stephen Wade has no current broker registration.
How can I verify Stephen Wade’s record?
Search CRD 5919229 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Wade’s full registration record.