Cheryl M. Greer

WELLINGTON CONSULTING SERVICES

Chantilly, VA 20151-2110

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CRD#: 2723964

Professional summary

Cheryl May Greer, who also goes by Cheryl Cheryl Greer, Cheryl Patterson Greer, Cheryl M Patterson, Cheryl Mae Patterson, Greer Cheryl Patterson-greer, is a registered financial advisor currently at WELLINGTON CONSULTING SERVICES INC located in Chantilly, Virginia.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Cheryl has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl Cheryl Greer | Cheryl Patterson Greer | Cheryl M Patterson | Cheryl Mae Patterson | Greer Cheryl Patterson-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 Cheryl May Greer'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

December 6, 2012 - Present

WELLINGTON CONSULTING SERVICES INC

Office #1: 14325 Willard Road Suite 104, Chantilly, VA 20151-2110

RIA

CRD#: 105837

Chantilly, VA

Past

June 17, 2004 - December 31, 2010

WELLINGTON CONSULTING SERVICES INC

RIA

CRD#: 105837

ANTHEM, AZ

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 23, 1996 - March 31, 2000

B. RILEY SECURITIES, INC.

CRD#: 25027

LOS ANGELES, CA

Past

March 22, 1996 - September 24, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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
(12/6/2012)

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: 5/1/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/1996

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

Cheryl M. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl May Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLINGTON CONSULTING SERVICES INC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

B. RILEY SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

WELLINGTON CONSULTING SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2001

Series 63

Date: 10/8/1996

Series 7

Date: 3/21/1996

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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