Wellington Consulting Services Inc.

Wellington Consulting Services Inc. (CRD# 105837) is a financial advisory firm headquartered in Chantilly, VA. They manage $1,687,584,574 in 12,746 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,688
    MILLION
  • Total Number of Accounts
    12,746
    ACCOUNTS
  • Average Account Value
    $132,401
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wellington Consulting Services Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Robert J. Alexander
CRD#: 5643538
14325 Willard Road, Suite 104, Chantilly, VA 20151

Robert Alexander (CRD# 5643538) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 15 years of experience in the finance industry.

2
Stephen D. Dix
CRD#: 1700129
14325 Willard Rd. Suite 104, Chantilly, VA 20151

Stephen Dix (CRD# 1700129) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 33 years of experience in the finance industry.

3
Cheryl M. Greer
CRD#: 2723964
14325 Willard Road, Suite 104, Chantilly, VA 20151

Cheryl Greer (CRD# 2723964) 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
Hal E. Greer
CRD#: 2075084
14325 Willard Road, Suite 104, Chantilly, VA 20151

Hal Greer (CRD# 2075084) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 33 years of experience in the finance industry.

5
Peter E. Jones
CRD#: 719140
14325 Willard Rd. Suite 104, Chantilly, VA 20151

Peter Jones (CRD# 719140) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 43 years of experience in the finance industry.

6
Stephen M. Lynch
CRD#: 1020915
Delray Beach, FL

Stephen Lynch (CRD# 1020915) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Delray Beach, FL and has over 42 years of experience in the finance industry.

7
Ghulam Mustafa
CRD#: 4901169
14325 Willard Rd. Suite 104, Chantilly, VA 20151

Ghulam Mustafa (CRD# 4901169) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 18 years of experience in the finance industry.

8
James E. Podgorny
CRD#: 5837186
Delray Beach, FL

James Podgorny (CRD# 5837186) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Delray Beach, FL and has over 12 years of experience in the finance industry.

9
Vladimir M. Zyuzin
CRD#: 6857770
14325 Willard Road, Suite 104, Chantilly, VA 20151

Vladimir Zyuzin (CRD# 6857770) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 6 years of experience in the finance industry.

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