Wellington Consulting Services Inc

Investment Advisor
in Delray Beach, FL

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About this Advisor

James Podgorny is a financial advisor working in Delray Beach, Florida, with 12 years of relevant experience. Podgorny is an employee of Wellington Consulting Services Inc. They have spent their entire time as a financial advisor at Wellington Consulting Services Inc. Podgorny holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Florida. Wellington Consulting Services Inc is a registered investment firm that has its headquarters in Chantilly, VA. The investment advisory business has a total of 14 people on staff. It manages $970 million in total assets among its 8,091 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 8,091 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. However, fee types charged by Wellington Consulting Services Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Delray Beach, FL

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Wellington Consulting Services Inc Brokerage Details

Total Assets Under Management


FL Average: $1,835,309,194
Total Number of Employees


FL Average: 32
Total Number of Accounts


FL Average: 1,458
Average Account Size


FL Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Podgorny Work History

James has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Wellington Consulting Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of James Podgorny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wellington Consulting Services Inc

Vladimir Zyuzin
Chantilly, VA
James Podgorny
Delray Beach, FL
Robert Alexander
Chantilly, VA
Cheryl Greer
Chantilly, VA
Hal Greer
Chantilly, VA
Ghulam Mustafa
Chantilly, VA
Stephen Dix
Chantilly, VA
Peter Jones
Chantilly, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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