Edmund Wellington Iii (CRD# 1130424) is an Investment Advisor Representative working at Wellington Capital Management, Inc. in Bethesda , MD and has over 40 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellington Capital Management | Chevy Chase, MD | Jul 1996 - Current | 27 |
| #ia Wellington Capital Management, Inc. | Chevy Chase, MD | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
- MD
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$711,072
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MD
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