Robert James Alexander

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

• 10/2007 → Present
  Wellington Consulting Services Inc
  Chantilly, VA

Other Businesses

Individual has been Treasurer of Wellington Retirement Solutions, Inc. since January 1, 2015 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 an officer and manager for Wellington Retirement Solutions, inc. at its following address: Wellington Retirement Solutions, Inc. 14325 Willard Road, Suite 104 Chantilly, VA 20151

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-28