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Donald Michael Wellings

Strategic Advisory Services, L.L.C.

Houston, TX

CRD 6785796

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Employer firm

Strategic Advisory Services, L.l.c. CRD 108706

$185M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES

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

Current Employers
Strategic Advisory Services, L.L.C.

2925 Briarpark Dr. Suite 720, Houston, TX 77042 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-11
  • TX RA
    APPROVED
    Since 2024-07-11

Branch Locations

2925 Briarpark Dr. Suite 720, Houston, TX 77042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Advisory Services, Llc Houston TX 02/2017 12/2022
Strategic Advisory Services, Llc Houston TX 09/2018 12/2022
Texas A&M University College Station TX 08/2012 12/2016
Strategic Advisory Services, Llc Houston TX 07/2024 Present
Range Leather Company Laramie WY 06/2022 05/2024
Shepherds Theological Seminary Laramie WY 07/2022 08/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-29
  • S65 Uniform Investment Adviser Law Examination
    2018-10-29
Other Names
  • Michael Wellings

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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