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Gus Joseph Dodge

Investment Adviser Representative at Wellth Advisory Services, LLC

East Lyme, CTCRD #7694256Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gus Joseph Dodge is an investment adviser representative with Wellth Advisory Services, LLC in East Lyme, CT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/20/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wellth Advisory Services, LLCCurrent
2/20/2025 – East Lyme, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Strategic Retirement Partners
    Sep 2024 – no end date reportedShorewood, IL
  2. Pavilion
    May 2024 – Sep 2024Old Lyme, CT
  3. Towne Park
    Oct 2021 – May 2023Newport, RI
  4. Great Neck CC
    May 2021 – Sep 2021Waterford, CT
  5. Commercial Construction Group
    May 2020 – Sep 2020Old Lyme, CT
  6. Sunoco
    May 2018 – May 2020East Lyme, CT
  7. Student
    Jan 2015 – Jun 2020East Lyme, CT
  8. Roger Williams University
    Aug 2020 – May 2024Bristol, RI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wellth Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $1,000,000 or Under2.00%
  • $1,000,001 to $2,000,0001.50%
  • Over $2,000,0011.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in East Lyme, CT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gus Joseph Dodge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gus Joseph Dodge (Wellth Advisory Services) | AdvisorFinder