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Cheryl May Greer

Wellington Consulting Services Inc.

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About Cheryl May Greer

Cheryl Greer is an Investment Advisor Representative with Wellington Consulting Services Inc. Cheryl is registered with the state of Virginia. Cheryl has experience in the financial services industry since March 1996, with previous employment at UBS Paine Webber Inc., Friedman, Billings, Ramsey & Co., Inc., and Smith Barney Inc. Cheryl's firm specializes in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Cheryl Greer is currently registered with Wellington Consulting Services Inc.. Wellington Consulting Services Inc. is an investment advisor with offices in Chantilly, VA. The firm provides investment advisory services to individuals and corporations. Wellington Consulting Services Inc. has approximately $1,179,818,607 in regulatory assets under management.
Wellington Consulting Services Inc.

14325 WILLARD ROAD

CHANTILLY, VA 20151-2110

$1.18B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cheryl Greer’s Registration & Firm History

VA

12/06/2012 - Present

Wellington Consulting Services Inc. (CHANTILLY VA)

NJ

03/31/2000 - 04/30/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

CA

10/23/1996 - 03/31/2000

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)

NY

03/22/1996 - 09/24/1996

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl May Greer.
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