Ross
Gaddy
Wellington Wealth Strategies, LLC
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About this Advisor
Ross Gaddy is a financial advisor based in Indianapolis, Indiana, working with Wellington Wealth Strategies, LLC. Ross has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Gaddy And Gaddy Law Firm, Indiana University Office Of Admissions, Westpoint Financial Group, and Wellington Wealth Strategies. Ross has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Ross is part of Wellington Wealth Strategies, LLC, which operates out of Indianapolis, Indiana. The firm has one office and 18 employees. The firm manages assets totaling $279.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wellington Wealth Strategies, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wellington Wealth Strategies, LLC Brokerage Details
$279,598,620
18
1,198
$233,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ross Gaddy Work History
Wellington Wealth Strategies
Mass Mutual Life Insurance Company
Mml Investors Services
Gaddy And Gaddy Law Firm
Westpoint Financial Group
Indiana University Office Of Admissions
Disclosures
Please visit the SEC profile of Ross Gaddy 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 Wealth Strategies, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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