Robert James Alexander
Investment adviser representative at Wellington Consulting Services Inc
19 yearsExperience
1 stateRegistered in
$1.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wellington Consulting Services IncOct 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wellington Consulting Services Inc
$1.7BAssets managed
9,324Clients
9Advisers
34 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
- 5643538
- Firm CRD
- 105837