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Chyathorn Scott Zipperle

Investment adviser representative at The Wellington Grp LLC
11 yearsExperience
1 stateRegistered in
$473.6MFirm 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. The Wellington Grp LLCJun 2025 to now
  2. Massmutual Life Insurance CompanyOct 2024 to Jun 2025
  3. MML Investors Services, LLCOct 2024 to Jun 2025
  4. March for Life Education & Defense FundJun 2023 to Oct 2024
  5. The Heritage FoundationAug 2018 to May 2023
  6. U.S. House of RepresentativesAug 2018 to Aug 2018
  7. UnemployedApr 2018 to Jul 2018
  8. Heritage Action for AmericaJan 2018 to Apr 2018
  9. Crimson-to-goJan 2017 to Nov 2017
  10. University of AlabamaAug 2015 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7988020
Firm CRD
332803
Advisor's SEC record (opens in a new tab)
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