Last Updated: March 2026 (Houston, Texas)
Kevin R. Wright Investigation Summary
Here’s what you need to know about Houston, Texas, stockbroker Kevin R. Wright:
- Name: Mr. Kevin Robert Wright
- Current Employer: Rockefeller Financial LLC
- DBA: Scruggs Wright Wealth Partners, 1600 West Loop South, Suite 700, Houston, TX 77027
- Other Business Affiliation: WS Legacy Ventures, 1148 Wycliffe Dr., Houston, TX 77043
- Previous Firms: UBS Financial Services
- Function: Stock Broker/ Financial Advisor
- Aliases: Kevin Wright
- Primary Location: Houston, Texas
- CRD 6344931
- Can Kevin Wright be sued in FINRA arbitration: Yes
- Sanctioned by FINRA: No
- Highest Settlement:$195,000
- Current Customer Dispute Seeks Total Damages of: $1,000,000
Discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Kevin R. Wright As Your Stockbroker?
In March 2026, a FINRA arbitration (Case No. 26-00564) alleges that Scruggs recommended alternative investments inconsistent with the client’s investment profile. The claim currently seeks $1,000,000 in damages.
In 2/2022 a customer of UBS Financial was paid $195,000 to resolve allegations that Kevin Wright made unsuitable recommendations that caused principal losses.
Allegations of Broker Misconduct Against Kevin R. Wright
A customer of Kevin Wright has alleged the following wrongdoing in connection with the handling of customer accounts:
- Unsuitable Investment Recommendation that caused Principal Losses
- Recommended alternative investments inconsistent with the client’s investment profile.
More on REITs and Other Alternative Investments
The Financial Industry Regulatory Authority (FINRA) is the agency that licenses and regulates stockbrokers and brokerage firms. FINRA requires brokers and brokerage firms to report customer complaints and disputes as well as regulatory sanctions. In addition brokers are required to disclose certain financial matters such as personal bankruptcies, judgments and liens.
Recover Your Investment Losses Now With Rex Securities Law
Our Investigations of Other Rockefeller Financial brokers
If you have suffered investment losses in an account handled by Kevin Wright , contact us for a complimentary consultation with an experience securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
Firms We Have Pursued On Behalf of Our Clients
With offices in Boca Raton, FL and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors and broker dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.