Unclaimed Profile

Terence Paul Weiss

WALLINGTON ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Series 3, Series 7, Series 63Clean record23 years registeredWALLINGTON ASSET MANAGEMENT, LLC

8900 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240-2134CRD# 1054788Firm CRD# 143360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terence Paul Weiss · INDIANAPOLIS, IN

Registration

CRD #1054788 · WALLINGTON ASSET MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WALLINGTON ASSET MANAGEMENT

Mar 2007 – present

BARTLETT & CO

Aug 2002 – Apr 2007

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · August 19, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALLINGTON ASSET MANAGEMENT, LLC

CRD 143360 · SEC 801-67613

AUM

$1.1B

Regulatory assets under management

Employees

839 client accounts

Services offered by WALLINGTON ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WALLINGTON ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Terence Paul Weiss offer?

Terence Paul Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Terence Paul Weiss's credentials?

Terence Paul Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terence Paul Weiss located?

Terence Paul Weiss is based in INDIANAPOLIS, Indiana, working with WALLINGTON ASSET MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Terence Paul Weiss charge for services?

Terence Paul Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALLINGTON ASSET MANAGEMENT, LLC?

WALLINGTON ASSET MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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