Gage Wellington is a registered investment advisor, based in Malvern, PA, with 2 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gage works full-time at Premier Planning Group, providing sales support, administrative functions, and client onboarding. This activity is investment-related and takes place at the same branch.
Employment History
Current Registrations
Vanguard Marketing Corporation
October 2025 - Present · 7 mos
Vanguard Advisers, INC.
October 2025 - Present · 7 mos
Vanguard Marketing CorporationBroker
October 2025 - Present · 7 mos
Previous Registrations
Ameritas Advisory Services, LLC
June 2024 - October 2025 · 1 yr 4 mos
Ameritas Investment Company, LLCBroker
June 2024 - October 2025 · 1 yr 4 mos
Equitable Advisors, LLC
April 2023 - March 2024 · 11 mos
Equitable Advisors, LLCBroker
March 2023 - March 2024 · 1 yr
State Registrations2 states
PATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.