Andrew Charles Wilson
Investment Adviser Representative at SHELTER WEALTH STRATEGIES, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Charles Wilson has worked in the securities industry since 2012. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Illinois and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $1M | 1.50% |
| Next $4M | 1.25% |
| Over $5M | 1.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Shelter Wealth Strategies, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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