Andrew James Cornell
Investment adviser representative at The Wellington Grp LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$473.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Wellington Grp LLCOct 2024 to now
- Wellington Wealth Strategies, LLCAug 2023 to Oct 2024
- UBS Financial Services Inc.Feb 2014 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IN).
The Wellington Grp LLC
$473.6MAssets managed
1,516Clients
10Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2790895
- Firm CRD
- 332803