Hal E. Greer

WELLINGTON CONSULTING SERVICES

CHANTILLY, VA 20151

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CRD#: 2075084

Professional summary

Hal Edmund Greer III, who also goes by Hal Greer, Harold E Greer, Harold Edmund Greer III, Harold Edmund Greer, is a registered financial advisor currently at WELLINGTON CONSULTING SERVICES INC located in Chantilly, Virginia.

Hal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Hal has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hal Greer | Harold E Greer | Harold Edmund Greer Iii | Harold Edmund Greer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hal Edmund Greer III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2017 - Present

WELLINGTON CONSULTING SERVICES INC

Office #1: 14325 Willard Road, Suite 104, Chantilly, VA 20151

RIA

CRD#: 105837

CHANTILLY, VA

Past

June 17, 2004 - January 3, 2017

WELLINGTON CONSULTING SERVICES INC

RIA

CRD#: 105837

CHANTILLY, VA

Past

March 31, 2000 - April 30, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SOUTHAMPTON, NY

Past

March 31, 2000 - April 30, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 30, 1997 - March 31, 2000

B. RILEY SECURITIES, INC.

CRD#: 25027

LOS ANGELES, CA

Past

January 18, 1995 - October 30, 1997

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

TAMPA, FL

Past

January 7, 1994 - March 15, 1995

MERIDIAN, DUNHILL & CO., INC.

CRD#: 15294

Past

February 16, 1993 - January 3, 1994

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

December 7, 1992 - January 30, 1993

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

July 12, 1991 - November 24, 1992

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

February 12, 1991 - June 13, 1991

F.N. WOLF & CO., INC.

CRD#: 13051

Past

November 28, 1990 - February 7, 1991

BILTMORE SECURITIES, INC.

CRD#: 25023

FT. LAUDERDALE, FL

Past

July 16, 1990 - November 24, 1990

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLINGTON CONSULTING SERVICES INC

CRD#: 105837 / SEC#: 801-41552

RIA

Registered Investment Advisory firm - (6/1/1992 Approved)

Arizona

Registered Investment Advisory firm - (5/22/2004 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/4/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/13/1990

General Securities Representative Examination

Current Firm

WELLINGTON CONSULTING SERVICES INC

CRD#: 105837 / SEC#: 801-41552

RIA

Registered Investment Advisory firm - (6/1/1992 Approved)

Arizona

Registered Investment Advisory firm - (5/22/2004 Cancelled)

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Contact information

Main Address

14325 Willard Road Suite 104, Chantilly, VA 20151-2110

Mailing Address

Phone number

(877) 836-1993

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLINGTON CONSULTING SERVICES, INC. FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,803
AUM (Assets Under Management)	$ 1,305,263,534

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Hal E. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hal Edmund Greer III's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLINGTON CONSULTING SERVICES INC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

B. RILEY SECURITIES, INC.

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

MERIDIAN, DUNHILL & CO., INC.

ALEX. BROWN & SONS INCORPORATED

AMERIPRISE ADVISOR SERVICES, INC.

TD AMERITRADE, INC.

F.N. WOLF & CO., INC.

BILTMORE SECURITIES, INC.

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

WELLINGTON CONSULTING SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/1994

Series 63

Date: 8/27/1990

Series 7

Date: 7/13/1990

Current Firm

WELLINGTON CONSULTING SERVICES INC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLINGTON CONSULTING SERVICES INC

TRUST BUT VERIFY

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