Hal Edmund Greer

Employer firm

Wellington Consulting Services Inc CRD 105837

$1.69B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Wellington Consulting Services, Inc.
  Chantilly, VA
• 05/2003 → Present
  Home Buyer Connection
  Phoenix, AZ

Previous Registrations

• 2000-03-31 → 2003-04-30
  Ubs Financial Services Inc.
  Southampton, NY

Other Businesses

Individual has been employed by Everington Consulting, Inc. since January 1, 2016 which is investment-related insomuch as it engages in third-party recordkeeping for company retirement plans and is associated with the RIA entity, Wellington Consulting Services, Inc. About 50% of the individual's time (about 100 hours per month, including securities trading hours) is spent acting as a retirement plan record keeper for Everington Consulting, Inc. at its following address: Everington Consulting, Inc. 14325 Willard Road, Suite 104 Chantilly, VA 20151

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-06
• S63 Uniform Securities Agent State Law Examination
  1990-08-27

Other Names

• Hal Greer
• Harold E Greer
• Harold Edmund Greer
• Harold Edmund Greer