Role at Akre Capital Management
- Title on Schedule A
- Trustee
- Control
- Andrew Millette is not a control person of Akre Capital Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Andrew Millette has held the filed role since March 2025.
The firm
Form ADV filed 4 June 2026
Career on record
Andrew Millette has been registered through Akre Capital Management since April 2021.
- Akre Capital Management, LLCCurrent– present · 5 yearsMiddleburg, VA · Adviser representative · Firm CRD 109242
- Passed Series 65 · 2021
- Passed SIE · 2016
- Passed Series 63 and Series 79 · 2015
Registrations and exams
Andrew Millette has a current investment-adviser registration in Virginia and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Virginia | Investment adviser representative | Approved | 19 April 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 2015 |
| SIE | Securities Industry Essentials Examination | 26 October 2016 |
| Series 79 | Investment Banking Registered Representative Examination | 2 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Banking Registered Representative Examination
Individual record
- Full name
- Andrew Patrick Millette
- CRD
- 6513749
- Registration status
- Investment adviser registration
- Office
- 2 West Marshall Street, Middleburg, VA 20117
- Firm bio
- akrecapital.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Akre Capital identifies Andrew Millette as a research analyst, says he joined in 2019 and describes prior roles at Clarion Capital Partners and Deutsche Bank. Official firm biography
Education
- B.A. in Economics, Boston CollegeOfficial firm biography
Common questions
Where does Andrew Millette work?
Andrew Millette has been Trustee of Akre Capital Management, LLC since March 2025.
Is Andrew Millette a financial advisor?
Yes. Andrew Millette has a current investment-adviser registration in Virginia, through Akre Capital Management since April 2021, as of 18 October 2026.
How many years of experience does Andrew Millette have?
Andrew Millette has worked in the financial industry for 6 years as of 18 October 2026, counted from 23 February 2020, across 1 adviser firm.
What exams has Andrew Millette passed?
Andrew Millette has passed 4 licensing exams: the Series 63, Series 79, SIE and Series 65. The earliest, the Series 63, was passed in August 2015.
Where is Andrew Millette based?
Andrew Millette’s registered office is in Middleburg, VA.
Leadership at Akre Capital Management
- Quinn MorrisChief Compliance Officer
- Charles AkreTrustee and Managing Member
- Alexis AkreTrustee
- John NeffTrustee, CEO, CIO
- Geoffrey TicknerMember