Andrea McClelland has been an investment adviser representative at Aegis Wealth Management since April 2022, and is not listed among the firm’s executive officers or direct owners. Andrea McClelland holds a Bachelor of Music and Certificate in Music Theatre from Northwestern University and a Master of Music from the University of Maryland.
Aegis Wealth Management LLC is a Bethesda, MD firm with $744M under management, 123 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Andrea McClelland is Wealth Advisor of Aegis Wealth, based in Bethesda, Maryland. She creates customized financial plans and portfolios to suit each client's unique needs, combining comprehensive analysis with thoughtful conversations. She is a former professional singer and voice teacher who moved into financial planning.
Professional designations
Listed by Aegis Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrea McClelland is registered as an investment adviser representative in Maryland, since April 2022.
- MarylandSince 27 April 2022
Examinations
No examinations are on Andrea McClelland’s record.
- Full name
- Andrea Turner McClelland
- CRD
- 7545055
- Firm
- Aegis Wealth Management · CRD 134429
- Office
- 6903 ROCKLEDGE DRIVE, STE. 530, Bethesda, MD 20817
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aegiswealth.com
Where does Andrea McClelland work?
Andrea McClelland is an investment adviser representative registered through Aegis Wealth Management LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Andrea McClelland a financial advisor?
Yes. Andrea McClelland has a current investment-adviser registration in Maryland, through Aegis Wealth Management since April 2022.
How many years of experience does Andrea McClelland have?
Andrea McClelland has 4 years in the financial industry, since April 2022, across 1 adviser firm.
Where is Andrea McClelland based?
Andrea McClelland’s registered office is in Bethesda, MD.
Is Andrea McClelland registered with FINRA?
No. Andrea McClelland has no current broker registration.
Is Andrea McClelland a CFP?
Aegis Wealth Management lists Andrea McClelland with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andrea McClelland’s record?
Search CRD 7545055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea McClelland’s full registration record.
