Wellington Adams Investment Advisory, LLC

Wellington Adams Investment Advisory, LLC (CRD# 286055) is a financial advisory firm headquartered in York, PA. They manage $41,524,582 in 516 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $80,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Wellington Adams Investment Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Barron S. Fitz-Gerald
CRD#: 2493186
7 Rathton Rd, York, PA 17403

Barron Fitz-Gerald (CRD# 2493186) is an Investment Advisor Representative working at Wellington Adams Investment Advisory, LLC in York, PA and has over 29 years of experience in the finance industry.

2
Simon T. Hilliard
CRD#: 5639956
7 Rathton Rd, York, PA 17403

Simon Hilliard (CRD# 5639956) is an Investment Advisor Representative working at Wellington Adams Investment Advisory, LLC in York, PA and has over 15 years of experience in the finance industry.

3
James R. Lyter
CRD#: 1661181
3110 E Market Street, Suite C, York, PA 17402

James Lyter (CRD# 1661181) is an Investment Advisor Representative working at Wellington Adams Investment Advisory, LLC in York, PA and has over 9 years of experience in the finance industry.

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