William Wright has been an investment adviser representative at Asset Strategy Retirement Plan Consultants since October 2015, and is not listed among the firm’s executive officers or direct owners. William Wright holds a Degree in actuarial science from Lebanon Valley College.
Asset Strategy Retirement Plan Consultants, LLC is a Camp Hill, PA firm with $116M under management, 242 clients and 4 advisers in one office, as of its March 2026 filing.
Bill Wright is Financial Advisor of Asset Strategy Retirement Plan Consultants. He has more than 30 years of Employee Retirement Income Security Act (ERISA) experience, administering both defined contribution and defined benefit plans. He has worked as both a manager and senior consultant at several major firms, including Alliance Benefit Group, Invesmart, William M. Mercer, and T. Rowe Price, where he led the Compliance and Consulting areas in the Retirement Plan Services Division.
William Wright’s longest registration is the current one, 11 years at Asset Strategy Retirement Plan Consultants since 2015.
- Asset Strategy Consultants LLCAlso current– present · 4 yearsCamp Hill, PA · Adviser representative · Firm CRD 110800
- – present · 11 yearsCamp Hill, PA · Adviser representative · Firm CRD 147982
Professional designations
Listed by Asset Strategy Retirement Plan Consultants
- Certified Pension Consultant (CPC)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- Certified Retirement Education Specialist (CRES)
Investment adviser representative registrations
William Wright is registered as an investment adviser representative in Pennsylvania, since October 2015.
- PennsylvaniaSince 8 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William I. Wright
- CRD
- 6535348
- Firm
- Asset Strategy Retirement Plan Consultants · CRD 147982
- Office
- 3425 SIMPSON FERRY RD, SUITE 204, Camp Hill, PA 17011
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asrpc.com
Where does William Wright work?
William Wright is an investment adviser representative registered through Asset Strategy Retirement Plan Consultants, LLC since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is William Wright a financial advisor?
Yes. William Wright has a current investment-adviser registration in Pennsylvania, through Asset Strategy Retirement Plan Consultants since October 2015.
How many years of experience does William Wright have?
William Wright has 11 years in the financial industry, since October 2015, across 2 adviser firms.
What exams has William Wright passed?
William Wright passed the Series 65 in October 2015.
Where is William Wright based?
William Wright’s registered office is in Camp Hill, PA.
Is William Wright registered with FINRA?
No. William Wright has no current broker registration.
How can I verify William Wright’s record?
Search CRD 6535348 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Wright’s full registration record.
