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).
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Total Assets Under Management42MILLION
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Total Number of Accounts516ACCOUNTS
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Average Account Value$80,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, PA
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.
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.
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.