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 36 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 8 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 27 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 21 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 27 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 12 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 6 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 36 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.