AdvisorOS Directory
Claim Profile
Unclaimed Profile
SL

Stephen Michael Lynch

WELLINGTON CONSULTING SERVICES INC·CHANTILLY, Virginia
Series 7, Series 63, Series 65Clean record33 years registeredWELLINGTON CONSULTING SERVICES INC
14325 WILLARD ROAD, CHANTILLY, VA 20151-2110CRD# 1020915Firm CRD# 105837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Michael Lynch · CHANTILLY, VA
Registration
CRD #1020915 · WELLINGTON CONSULTING SERVICES INC · 33 years registered
Brand Profile
Not yet started
01

Career History

WELLINGTON CONSULTING SERVICES INC
Feb 1993 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 4, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELLINGTON CONSULTING SERVICES INC
CRD 105837 · SEC 801-41552
AUM
$1.2B
Regulatory assets under management
Employees
14
8,396 client accounts
Services offered by WELLINGTON CONSULTING SERVICES INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WELLINGTON CONSULTING SERVICES INC →
Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHANTILLY?

Browse all registered financial advisors in CHANTILLY, Virginia or claim this profile if it's yours.

Browse CHANTILLY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephen Michael Lynch offer?
Stephen Michael Lynch specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHANTILLY, Virginia for a consultation.
What are Stephen Michael Lynch's credentials?
Stephen Michael Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Lynch located?
Stephen Michael Lynch 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 Michael Lynch charge for services?
Stephen Michael Lynch'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WELLINGTON CONSULTING SERVICES INC

Stephen Douglas Dix
CHANTILLY, VA
Peter Everington Jones
CHANTILLY, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile