Cheryl
Greer
Wellington Consulting Services Inc
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About this Advisor
Cheryl Greer is a financial advisor operating out of Chantilly, Virginia with a total of 11 years of industry experience. Greer works at Wellington Consulting Services Inc. They have been with Wellington Consulting Services Inc for their total career. Greer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Wellington Consulting Services Inc is a firm headquartered in Chantilly, VA. The company has a total of 14 advisors. It controls $970 million in total assets across its 8,091 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 8,091 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. The company performs a wide array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Wellington Consulting Services Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wellington Consulting Services Inc Brokerage Details
$969,704,964
14
8,091
$119,850
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
Cheryl Greer Work History
Cheryl has been registered as a financial advisor for 11 years.*
Welllington 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.
Disclosures
Please visit the SEC profile of Cheryl Greer 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
Chantilly, VA
Delray Beach, FL
Chantilly, VA
Chantilly, VA
Chantilly, VA
Chantilly, VA
Chantilly, VA
Chantilly, VA
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