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AL

Aaron E. Lenhart

Some features on this profile are disabled
CRD#: 5624509
AL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aaron Elliott Lenhart was a registered financial professional .

Aaron is a previously registered financial professional and started their career in finance in 2008. Aaron had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 9, 2008 - November 15, 2012

WELLINGTON CONSULTING SERVICES INC

RIA
CRD#: 105837
CHANTILLY, VA

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".
WC
WELLINGTON CONSULTING SERVICES INC
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2008
Uniform Investment Adviser Law Examination

Current Firm

WC
WELLINGTON CONSULTING SERVICES INC
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
13

SEC notice filing (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts7,803
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.

Company Information

WELLINGTON CONSULTING SERVICES INC

CRD#: 105837

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