Andrew L. Thompson

META WEALTH ADVISORY

TIMONIUM, MD 21093

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CRD#: 4565928

Professional summary

Andrew Lewis Hollingsworth Thompson, CFP®, who also goes by Andrew L Thompson, is a registered financial advisor currently at META WEALTH ADVISORY located in Timonium, Maryland.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew L Thompson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. ANDREW THOMPSON IS A MANAGING DIRECTOR OF SC&H GROUP. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // DIRECTOR SINCE 2014 // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // DIRECTOR DUTIES INCLUDE THE GENERAL MANAGEMENT AND COORDINATION OF THE FIRM'S BUSINESS ACTIVITIES AND SERVICE ON THE BOARD OF DIRECTORS. 2) LICENSED INSURANCE AGENT // INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SALE OF INSURANCE-RELATED PRODUCTS // AGENT // HOURS AS NEEDED IN COURSE OF NORMAL BUSINESS, MOST OF WHICH WILL BE DURING TRADING HOURS // DUTIES INCLUDE MAINTAINING APPOINTMENTS WITH CARRIERS AND THE SALE OF INSURANCE PRODUCTS TO CLIENTS WHERE APPROPRIATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lewis Hollingsworth Thompson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

August 29, 2025 - Present

META WEALTH ADVISORY

Office #1: 1954 Greenspring Dr Suite 310, Timonium, MD 21093

RIA

CRD#: 338023

TIMONIUM, MD

Past

November 16, 2009 - October 18, 2017

TRIAD ADVISORS LLC

CRD#: 25803

SPARKS, MD

Past

May 21, 2008 - August 13, 2025

SC&H WEALTH

RIA

CRD#: 120666

SPARKS, MD

Past

April 2, 2008 - November 16, 2009

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

SPARKS, MD

Past

April 2, 2008 - November 16, 2009

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

SPARKS, MD

Past

August 30, 2006 - March 27, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TOWSON, MD

Past

August 7, 2006 - March 27, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TOWSON, MD

Past

February 20, 2004 - July 10, 2006

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OWINGS MILLS, MD

Past

November 22, 2002 - July 10, 2006

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

META WEALTH ADVISORY

META WEALTH ADVISORY | THOMPSON WEALTH SOLUTIONS, LLC | T5 WEALTH SOLUTIONS

CRD#: 338023 / SEC#: 801-134259

RIA

Registered Investment Advisory firm - (8/29/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(8/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/3/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/7/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/21/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

META WEALTH ADVISORY

META WEALTH ADVISORY | THOMPSON WEALTH SOLUTIONS, LLC | T5 WEALTH SOLUTIONS

CRD#: 338023 / SEC#: 801-134259

RIA

Registered Investment Advisory firm - (8/29/2025 Approved)

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Contact information

Main Address

1954 Greenspring Dr Suite 310, Timonium, MD 21093

Mailing Address

Phone number

(410) 683-9263

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MWA ADV PART 2A/2B (9/26/2025)

Regulatory assets under management

Total Number of Accounts	205
AUM (Assets Under Management)	$ 130,531,149

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrew L. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lewis Hollingsworth Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

SC&H WEALTH

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

META WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 2/3/2004

Series 63

Date: 4/7/2003

SIE

Date: 10/18/2017

Series 7

Date: 10/21/2003

Series 6

Date: 11/21/2002

Current Firm

META WEALTH ADVISORY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

META WEALTH ADVISORY

TRUST BUT VERIFY

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