Unclaimed Profile

Newton Gay Pendleton

SSB WEALTH MANAGEMENT, INC.·VIENNA, Virginia

Series 65Clean record24 years registeredSSB WEALTH MANAGEMENT, INC.

1945 OLD GALLOWS ROAD, VIENNA, VA 22182CRD# 2138835Firm CRD# 306510

Profile Verification

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

Identity

Newton Gay Pendleton · VIENNA, VA

Registration

CRD #2138835 · SSB WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

REMBERT PENDLETON JACKSON

Mar 2020 – present

REMBERT PENDLETON JACKSON

Apr 2002 – Mar 2020

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SSB WEALTH MANAGEMENT, INC.

CRD 306510 · SEC 801-117848

AUM

$2.1B

Regulatory assets under management

Employees

4,775 client accounts

Services offered by SSB WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SSB WEALTH MANAGEMENT, INC. →

Introduction

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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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