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Stephen Michael Lynch

Wellington Consulting Services Inc.

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About Stephen Michael Lynch

Stephen Lynch is a registered investment advisor representative with Wellington Consulting Services Inc., a firm based in Chantilly, VA. Stephen has been in the industry since 1981 and has experience in portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors. Stephen has worked with a number of other firms prior to joining Wellington Consulting Services Inc., including First Southeastern Securities Group, Incorporated and Meridian, Dunhill & Co., Inc. Stephen has a Series 63 and Series 65 license as well as a Series 7 license.

Firm Information

Stephen Lynch 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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Stephen Lynch’s Registration & Firm History

FL

03/20/2009 - Present

Wellington Consulting Services Inc. (Delray Beach FL)

FL

01/30/1995 - 12/31/1998

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)

NA

11/28/1989 - 02/28/1995

MERIDIAN, DUNHILL & CO., INC.

AZ

11/19/1989 - 12/06/1989

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

11/01/1984 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

12/11/1981 - 10/29/1984

DERAND INVESTMENT CORPORATION OF AMERICA

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Licenses & Designations

IA

Issued 05/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Michael Lynch.
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