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Andrew Charles Wilson

Shelter Wealth Strategies, LLC

Houston, TX

Western Springs, IL

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Current Employers
Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-25
IL RA APPROVED 2025-10-31
  • TX RA
    APPROVED
    Since 2026-06-25
  • IL RA
    APPROVED
    Since 2025-10-31

Branch Locations

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Western Springs, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foreside Fund Services, Llc Chicago IL 04/2015 08/2017
Henderson Global Investors (North America) Inc. Chicago IL 01/2015 08/2017
Deutsche Asset Management Chicago IL 09/2017 06/2024
Shelter Wealth Strategies, Llc Houston TX 09/2025 Present
Fifth Third Private Bank Oak Brook IL 07/2024 08/2025
  • 04/2015 → 08/2017
    Foreside Fund Services, Llc
    Chicago, IL
  • 01/2015 → 08/2017
    Henderson Global Investors (North America) Inc.
    Chicago, IL
  • 09/2017 → 06/2024
    Deutsche Asset Management
    Chicago, IL
  • 09/2025 → Present
    Shelter Wealth Strategies, Llc
    Houston, TX
  • 07/2024 → 08/2025
    Fifth Third Private Bank
    Oak Brook, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
S63 Uniform Securities Agent State Law Examination 2010-02-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30
  • S63 Uniform Securities Agent State Law Examination
    2010-02-17
Other Names
  • Andrew C Wilson
  • Andrew Charles Wilson
  • Andrew Wilson

View on SEC IAPD

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HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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