Andrew Wilson has been an investment adviser representative at Shelter Wealth Strategies since October 2025, and is not listed among the firm’s executive officers or direct owners. Andrew Wilson holds an MBA in Finance from Gonzaga University.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
Andrew Wilson is Senior Client Advisor of Shelter Wealth Strategies. He has over 20 years of experience building client relationships and managing investment portfolios for ultra-high-net-worth, institutional and other clients. Before joining Shelter Wealth Strategies, he held senior leadership roles at Fifth Third Private Bank and DWS Investments.
Andrew Wilson’s longest registration was 1 year at Henderson Global Investors (2015–2017). Before joining Shelter Wealth Strategies in 2025, Andrew Wilson was registered through Henderson Global Investors and Robert W. Baird & Co. Incorporated.
- – present · under a yearAdviser representative · Firm CRD 170655
- Henderson Global Investors– · 1 yearChicago, IL · Adviser representative · Firm CRD 107300
- Robert W. Baird & Co. Incorporated– · under a yearChicago, IL · Adviser representative · Firm CRD 8158
Investment adviser representative registrations
Andrew Wilson is registered as an investment adviser representative in 2 states. The first approvals date from October 2025; the most recent is Texas, in June 2026.
- IllinoisSince 31 October 2025
- TexasSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 August 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 February 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Charles Wilson
- CRD
- 4790618
- Firm
- Shelter Wealth Strategies · CRD 170655
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shelterwealth.com
Where does Andrew Wilson work?
Andrew Wilson is an investment adviser representative registered through Shelter Wealth Strategies, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Wilson a financial advisor?
Yes. Andrew Wilson has a current investment-adviser registration in Illinois and Texas, through Shelter Wealth Strategies since October 2025.
How many years of experience does Andrew Wilson have?
Andrew Wilson has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Andrew Wilson passed?
Andrew Wilson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 2010. FINRA credited Andrew Wilson with the SIE, which began in October 2018.
Where did Andrew Wilson work before Shelter Wealth Strategies?
Before Shelter Wealth Strategies, Andrew Wilson was registered through Henderson Global Investors, December 2015 to May 2017; Robert W. Baird & Co. Incorporated, February 2014 to January 2015.
Is Andrew Wilson registered with FINRA?
No. Andrew Wilson has no current broker registration.
How can I verify Andrew Wilson’s record?
Search CRD 4790618 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Wilson’s full registration record.