Wellington Consulting Services Inc.

Wellington Consulting Services Inc. (CRD# 105837) is a financial advisory firm headquartered in Chantilly, VA. They manage $445,271,860 in 7,765 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    7,765
    ACCOUNTS
  • Average Account Value
    $57,343
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wellington Consulting Services Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Stephen M. Lynch
CRD#: 1020915
Boynton Beach, FL
96
Wealthminder
score

Stephen Lynch (CRD# 1020915) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Boynton Beach, FL and has over 34 years of experience in the finance industry. Stephen Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert J. Alexander
CRD#: 5643538
14325 Willard Road, Suite 104, Chantilly, VA 20151
93
Wealthminder
score

Robert Alexander (CRD# 5643538) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 7 years of experience in the finance industry.

3
Stephen D. Dix
CRD#: 1700129
14325 Willard Rd. Suite 104, Chantilly, VA 20151
93
Wealthminder
score

Stephen Dix (CRD# 1700129) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 26 years of experience in the finance industry.

4
Cheryl C. Greer
CRD#: 2723964
14325 Willard Road, Suite 104, Chantilly, VA 20151
93
Wealthminder
score

Cheryl Greer (CRD# 2723964) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 20 years of experience in the finance industry.

5
Harold E. Greer
CRD#: 2075084
Anthem, AZ
93
Wealthminder
score

Harold Greer (CRD# 2075084) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Anthem, AZ and has over 26 years of experience in the finance industry.

6
Ghulam Mustafa
CRD#: 4901169
14325 Willard Rd. Suite 104, Chantilly, VA 20151
93
Wealthminder
score

Ghulam Mustafa (CRD# 4901169) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 11 years of experience in the finance industry.

7
James E. Podgorny
CRD#: 5837186
Delray Beach, FL
93
Wealthminder
score

James Podgorny (CRD# 5837186) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Delray Beach, FL and has over 5 years of experience in the finance industry.

8
Peter E. Jones
CRD#: 719140
14325 Willard Rd. Suite 104, Chantilly, VA 20151
86
Wealthminder
score

Peter Jones (CRD# 719140) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 35 years of experience in the finance industry. Peter Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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