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Newton Gay Pendleton

SSB WEALTH MANAGEMENT, INC.·VIENNA, Virginia
Unclaimed Profile
1945 OLD GALLOWS ROAD, VIENNA, VA 22182CRD# 2138835Firm CRD# 306510
01

About

Newton Gay Pendleton is a registered financial advisor based in VIENNA, Virginia, affiliated with SSB WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SSB WEALTH MANAGEMENT, INC.
REMBERT PENDLETON JACKSON
AUM
$2.1B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at SSB WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2138835
Firm CRD# 306510
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Newton Gay Pendleton offer?
Newton Gay Pendleton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIENNA, Virginia for a consultation.
What are Newton Gay Pendleton's credentials?
Newton Gay Pendleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Newton Gay Pendleton located?
Newton Gay Pendleton is based in VIENNA, Virginia, working with SSB WEALTH MANAGEMENT, INC.. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Newton Gay Pendleton charge for services?
Newton Gay Pendleton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSB WEALTH MANAGEMENT, INC.?
SSB WEALTH MANAGEMENT, INC. has approximately 17 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VIENNA
William Kirk Taylor — KIRK CAPITAL ADVISORS LLCLindsay Garland Shetterly — GLASSMAN WEALTH SERVICES, LLCCharles Richard Cooke — ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLCCharles Cullum — SSB WEALTH MANAGEMENT, INC.Jacques [nmn] Rebibo — ATEGRA CAPITAL MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
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