Andrew D Gauldin

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 05/2019
  Clark & Associates Incorporated
  Reston, VA
• 07/2017 → 05/2019
  Kalos Capital, Inc.
  Alpharetta, GA
• 06/2019 → 06/2025
  Morgan Stanley
  Winchester, VA
• 07/2025 → Present
  Wealthcare Advisory Partners Llc
  Winchester, VA
• 07/2025 → Present
  Creekside Insurance Advisors
  Winchester, VA

Previous Registrations

• 2019-06-25 → 2025-07-10
  Morgan Stanley
  Winchester, VA
  Front Royal, VA
• 2017-11-30 → 2019-05-13
  Kalos Management
  Reston, VA
  Ponte Vedra Beach, FL

Other Businesses

1. Creekside Insurance Advisors, Inc.; Non-investment related; 167 Creekside Lane, Winchester, VA 22602; Fixed/Annuity Insurance Sales; Insurance Agent; Approx. 10% of time during the month. 2. Creekside Financial Group; Investment-related; Same address; Financial Advisor; Doing Business As ("DBA") name for advisory activities conducted via Wealthcare Advisory Partners LLC; Full-time position.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-29

Other Names

• Andrew Davis Gauldin