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Stephen Michael Lynch

WELLINGTON CONSULTING SERVICES INC·CHANTILLY, Virginia
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14325 WILLARD ROAD, CHANTILLY, VA 20151-2110CRD# 1020915Firm CRD# 105837
01

About

Stephen Michael Lynch 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
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# 1020915
Firm CRD# 105837
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in CHANTILLY
Peter Everington Jones — WELLINGTON CONSULTING SERVICES INCStephen Douglas Dix — WELLINGTON CONSULTING SERVICES INCDebraj Dasgupta — DRAGONSCALE VENTURES LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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