Unclaimed Profile

Andrew Winslow Weld

TELOS CAPITAL MANAGEMENT, INC.·SAN DIEGO, California

Series 7, Series 66Clean record20 years registeredTELOS CAPITAL MANAGEMENT, INC.

13480 EVENING CREEK DRIVE NORTH, SAN DIEGO, CA 92128-4310CRD# 4808244Firm CRD# 149108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Winslow Weld · SAN DIEGO, CA

Registration

CRD #4808244 · TELOS CAPITAL MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

TELOS CAPITAL MANAGEMENT, INC.

Jan 2009 – present

A&M INVESTMENT MANAGEMENT

Jul 2006 – Dec 2008

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 21, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TELOS CAPITAL MANAGEMENT, INC.

CRD 149108 · SEC 801-69837

AUM

$1.3B

Regulatory assets under management

Employees

2,239 client accounts

Services offered by TELOS CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TELOS CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Winslow Weld offer?

Andrew Winslow Weld specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.

What are Andrew Winslow Weld's credentials?

Andrew Winslow Weld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Winslow Weld located?

Andrew Winslow Weld is based in SAN DIEGO, California, working with TELOS CAPITAL MANAGEMENT, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Andrew Winslow Weld charge for services?

Andrew Winslow Weld's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TELOS CAPITAL MANAGEMENT, INC.?

TELOS CAPITAL MANAGEMENT, INC. has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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