Andrea T. Mcclelland

AEGIS WEALTH

Bethesda, MD 20817

Some features on this profile are disabled

CRD#: 7545055

Professional summary

Andrea Turner Mcclelland, who also goes by Andrea B Turner, is a registered financial advisor currently at AEGIS WEALTH located in Bethesda, Maryland.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrea has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea B Turner

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Turner Mcclelland'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®

None

Experience

Current

April 27, 2022 - Present

AEGIS WEALTH

Office #1: 6903 Rockledge Drive Ste. 530, Bethesda, MD 20817

RIA

CRD#: 134429

Bethesda, 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".

AEGIS WEALTH

AEGIS PRIVATE WEALTH MANAGEMENT LLC | AEGIS WEALTH MANAGEMENT LLC | AEGIS WEALTH

CRD#: 134429 / SEC#: 801-64004

RIA

Registered Investment Advisory firm - (2/28/2005 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
(4/27/2022)

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

Current Firm

AEGIS WEALTH

AEGIS PRIVATE WEALTH MANAGEMENT LLC | AEGIS WEALTH MANAGEMENT LLC | AEGIS WEALTH

CRD#: 134429 / SEC#: 801-64004

RIA

Registered Investment Advisory firm - (2/28/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6903 Rockledge Drive Ste. 530, Bethesda, MD 20817

Mailing Address

Phone number

(301) 664-2313

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AEGIS WEALTH DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	525
AUM (Assets Under Management)	$ 707,989,699

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2024	Cover Page	Report
10/11/2023	Cover Page	Report
01/06/2023	Cover Page	Report

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrea T. Mcclelland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Turner Mcclelland's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS WEALTH

Primary Firm SEC Registration

AEGIS WEALTH

State Registrations and Notice Filings

Exams

Current Firm

AEGIS WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AEGIS WEALTH

TRUST BUT VERIFY

Similar Advisors