Andrew Charles Wilson
Investment adviser representative at Shelter Wealth Strategies, LLC
11 yearsExperience
2 statesRegistered in
$144.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Shelter Wealth Strategies, LLCSep 2025 to now
- Fifth Third Private BankJul 2024 to Aug 2025
- Deutsche Asset ManagementSep 2017 to Jun 2024
- Foreside Fund Services, LLCApr 2015 to Aug 2017
- Henderson Global Investors (north America) Inc.Jan 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Shelter Wealth Strategies, LLC
$144.1MAssets managed
38Clients
16Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4790618
- Firm CRD
- 170655