Andrew Winslow Weld

Employer firm

Telos Capital Management, Inc. CRD 149108

$1.63B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Telos Capital Management, Inc.

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-09-16
CA	RA	APPROVED	2009-01-13

TX RA
APPROVED

Since 2016-09-16
CA RA
APPROVED

Since 2009-01-13

Branch Locations

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • 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

Organization	City	State	From	To
Telos Capital Management, Inc.	San Diego	CA	01/2009	Present

01/2009 → Present

Telos Capital Management, Inc.

San Diego, CA

Previous Registrations

2006-07-21 → 2008-12-31

A&M Investment Management

San Diego, CA

Other Businesses

1) San Diego Rescue Mission; investment-related; 120 Elm Street, San Diego, CA 92101; Charitable Organization; Investment Advisory Committee; Since 10/2023; less than 1 hr/qtr; 0 hrs during securities trading hours; Provide expertise and counsel to SDRM Finance Committee on investment strategy.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-08-27

S66 Uniform Combined State Law Examination

2004-08-27

Designations

Chartered Financial Analyst

Other Names

Andrew Weld

View on SEC IAPD