Andrew Thompson is Owner, and Owner, Founder, CEO & CCO of Thompson Wealth Solutions, is a control person of the firm and directly owns 75% or more of it.
Thompson Wealth Solutions, LLC is a Timonium, MD firm with $172M under management, 81 clients and 1 adviser in one office, as of its June 2026 filing.
Andrew Thompson’s longest registration was 17 years at SC&H Wealth (2008–2025). Before joining Thompson Wealth Solutions in 2025, Andrew Thompson was registered through SC&H Wealth and 1st Global Advisors Inc.
- Meta Wealth AdvisoryCurrent– present · 1 yearTimonium, MD · Adviser representative · Firm CRD 338023
- SC&H Wealth– · 17 yearsSparks, MD · Adviser representative · Firm CRD 120666
- 1st Global Advisors Inc– · 1 yearSparks, MD · Adviser representative · Firm CRD 111133
- Strategic Advisers, Inc.– · 1 yearTowson, MD · Adviser representative · Firm CRD 104555
- T. Rowe Price Advisory Services, Inc.– · 2 yearsOwings Mills, MD · Adviser representative · Firm CRD 108958
Investment adviser representative registrations
Andrew Thompson is registered as an investment adviser representative in Maryland, since August 2025.
- MarylandSince 29 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 February 2004 |
| Series 7 | General Securities Representative Examination | 21 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Lewis Hollingsworth Thompson
- CRD
- 4565928
- Firm
- Thompson Wealth Solutions · CRD 338023
- Role
- Owner,; Owner, Founder, CEO & CCO
- Office
- 1954 GREENSPRING DR, SUITE 310, Timonium, MD 21093
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Thompson work?
Andrew Thompson is Owner,; Owner, Founder, CEO & CCO of Thompson Wealth Solutions, LLC, and is a control person of the firm.
Is Andrew Thompson a financial advisor?
Yes. Andrew Thompson has a current investment-adviser registration in Maryland, through Thompson Wealth Solutions since August 2025.
How many years of experience does Andrew Thompson have?
Andrew Thompson has 23 years in the financial industry, since January 2003, across 5 adviser firms.
What exams has Andrew Thompson passed?
Andrew Thompson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2002. FINRA credited Andrew Thompson with the SIE, which began in October 2018.
Where did Andrew Thompson work before Thompson Wealth Solutions?
Before Thompson Wealth Solutions, Andrew Thompson was registered through SC&H Wealth, May 2008 to August 2025; 1st Global Advisors Inc, April 2008 to November 2009; Strategic Advisers, Inc., August 2006 to March 2008; T. Rowe Price Advisory Services, Inc., February 2004 to July 2006.
Where is Andrew Thompson based?
Andrew Thompson’s registered office is in Timonium, MD.
Is Andrew Thompson registered with FINRA?
No. Andrew Thompson has no current broker registration.
How can I verify Andrew Thompson’s record?
Search CRD 4565928 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Thompson’s full registration record.