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AC

Andrew C. Cooke

PURPOSE DRIVEN WEALTH ADVISORS
RICHMOND, VA 23294
Some features on this profile are disabled
CRD#: 7795100
AC

Professional summary

Andrew Chancellor Cooke is a registered financial advisor currently at PURPOSE DRIVEN WEALTH ADVISORS LLC located in Richmond, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Andrew Chancellor Cooke's 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 24, 2026 - Present

PURPOSE DRIVEN WEALTH ADVISORS LLC

Office #1: 2810 N. Parham Rd, Suite 260, Richmond, VA 23294
RIA
CRD#: 339806
RICHMOND, VA
Past

August 8, 2025 - April 24, 2026

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Richmond, VA
Past

August 21, 2023 - December 8, 2023

THE RETIREMENT SMITH LLC

RIA
CRD#: 312623
FREDERICKSBURG, VA

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
Virginia
(4/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2023
Uniform Investment Adviser Law Examination

Current Firm

PD
PURPOSE DRIVEN WEALTH ADVISORS LLC
PURPOSE DRIVEN WEALTH ADVISORS LLC

CRD#: 339806 / SEC#:

Virginia
Registered Investment Advisory firm - (4/24/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2810 N. Parham Rd, Suite 260, Richmond, VA 23294
Mailing Address
Phone number
(804) 301-4291
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

PURPOSE DRIVEN WEALTH ADVISORS LLC

CRD#: 339806Richmond, VA 23294

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