Conrad Wright
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Conrad Wright is an investment adviser representative with Corient in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Ebert Capital Management Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ebert Capital ManagementAug 2024 – Mar 2025Eureka, CA
- Hansen & Pereira, Professional FiduciariesMar 2024 – Aug 2024Eureka, CA
- Hansen & Pereira, Professional FiduciariesJan 2022 – Mar 2024Eureka, CA
- Leach Water SystemsSep 2021 – Jan 2022McKinleyville, CA
- Arcata Theatre LoungeApr 2021 – Sep 2021Arcata, CA
- Sushi SpotJan 2017 – May 2018Arcata, CA
- The EateryJul 2019 – Aug 2019Trinidad, CA
- UC Santa CruzAug 2019 – Dec 2020Santa Cruz, CA
- UnemployedDec 2020 – Apr 2021Trinidad, CA
- UC Santa CruzMay 2018 – Jul 2019Santa Cruz, CA
- Cal Poly San Luis ObispoJun 2016 – Jan 2017San Luis Obispo, CA
- CorientDec 2025 – no end date reportedSan Francisco, CA
- Corient Services LLCDec 2025 – no end date reportedMiami, FL
- Ebert Capital ManagementApr 2025 – Nov 2025Eureka, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corient
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 599
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Miami, FL
- SEC file number:
- 801-124978
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
View full firm profileOther advisors at Corient
Showing 12 of 599 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Conrad Wright has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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