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Stephen Douglas Dix

WELLINGTON CONSULTING SERVICES INC·CHANTILLY, Virginia
Clean recordWELLINGTON CONSULTING SERVICES INC
14325 WILLARD ROAD, CHANTILLY, VA 20151-2110CRD# 1700129Firm CRD# 105837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Douglas Dix · CHANTILLY, VA
Registration
CRD #1700129 · WELLINGTON CONSULTING SERVICES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Douglas Dix is a registered financial advisor based in CHANTILLY, Virginia, affiliated with WELLINGTON CONSULTING SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WELLINGTON CONSULTING SERVICES INC
WELLINGTON CONSULTING SERVICES INC
AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at WELLINGTON CONSULTING SERVICES INC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1700129
Firm CRD# 105837
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Douglas Dix offer?
Stephen Douglas Dix specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHANTILLY, Virginia for a consultation.
What are Stephen Douglas Dix's credentials?
Stephen Douglas Dix is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Douglas Dix located?
Stephen Douglas Dix is based in CHANTILLY, Virginia, working with WELLINGTON CONSULTING SERVICES INC. Their office serves clients in the CHANTILLY metropolitan area and surrounding communities.
How does Stephen Douglas Dix charge for services?
Stephen Douglas Dix's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLINGTON CONSULTING SERVICES INC?
WELLINGTON CONSULTING SERVICES INC has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
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Research
Advisor Fees in VirginiaNational Fee Analysis
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