Shane Thomas Wright
Investment Adviser Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shane Thomas Wright is an investment adviser representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with J.p. Morgan Securities LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 112
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- Jpmorgan Chase BANK, N.A.Apr 2025 – Mar 2026Tempe, AZ
- J.p. Morgan Securities LLCApr 2025 – Mar 2026Tempe, AZ
- StatefarmDec 2024 – Feb 2025Tempe, AZ
- EnterpriseNov 2022 – Nov 2024Chandler, AZ
- Twiggs Martini Bar And BistroJun 2019 – Jan 2022Spokane, WA
- TrugreenMar 2017 – Jun 2017Spokane, WA
- Mcar- Out Of BusinessMar 2015 – Dec 2016San Diego, CA
- Cold Beers And CheeseburgersJun 2022 – Oct 2022Gilbert, AZ
- Wood Fired Pizza Chandler LLC Craft 64Mar 2022 – May 2022Chandler, AZ
- ShopKo Operating Company LLCMar 2018 – Mar 2018Spokane, WA
- Coleman World GroupApr 2018 – Jun 2018Spokane, WA
- HOLIDAY RETIREMENT - Historical DataJan 2018 – Feb 2018Spokane, WA
- Burlington StoresOct 2017 – Jan 2018Spokane, AZ
- Ambro IncJul 2017 – Oct 2017Spokane, WA
- QualfonApr 2017 – Jun 2017Liberty Lake, WA
- UnemployedJan 2017 – Feb 2017Spokane, WA
- UnemployedFeb 2022 – Feb 2022Chandler, AZ
- UnemployedMar 2025 – Mar 2025Chandler, AZ
- TrugreenJun 2018 – Oct 2018Spokane, WA
- TrugreenApr 2019 – Jun 2019Spokane, WA
- UnemployedNov 2018 – Mar 2019Spokane, WA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 – no end date reportedChandler, AZ
- Autonation NissanMar 2025 – Apr 2025Tempe, AZ
- Enterprise MobilityNov 2022 – Nov 2024Tempe, AZ
- American Public UniversityJun 2019 – Mar 2022Charlestown, WV
- Washington State UniversitySep 2017 – Jun 2018Pullman, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merrill Lynch, Pierce, Fenner & Smith Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
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
Small Business 401(k) plans including Group 401(k) and Individual 401(k), SEP IRA, SIMPLE IRA, investment fiduciary services, recordkeeping, trading, custodial and financial wellness services, and call center educational support for employees.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25,472
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-14235
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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. Shane Thomas 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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