Gus Joseph Dodge
Investment adviser representative at Wellth Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$26.7BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wellth Advisory Services, LLCFeb 2025 to now
- Strategic Retirement PartnersSep 2024 to now
- PavilionMay 2024 to Sep 2024
- Towne ParkOct 2021 to May 2023
- Great Neck CcMay 2021 to Sep 2021
- Roger Williams UniversityAug 2020 to May 2024
- Commercial Construction GroupMay 2020 to Sep 2020
- SunocoMay 2018 to May 2020
- StudentJan 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
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
- 7694256
- Firm CRD
- 330537