RG
Ross Gaddy
from Wellington Wealth Strategies, LLC
Ross Gaddy is a financial advisor based in Indiana, Indianapolis,
with 13 years of experience. Ross currently works for
Wellington Wealth Strategies, LLC.
Ross maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ross Gaddy works at Wellington Wealth Strategies, LLC
Wellington Wealth Strategies, LLC is a financial advisory firm based in Indianapolis, Indiana. It currently has approximately $98,460,000 of assets under management and employs about 11 people. Wellington Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
9000 Keystone Crossing, Suite 400, Indianapolis, Indiana, 46240
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