AC
Andrew Clegg
WASHINGTON, DC
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CRD#: 8142003
AC
Andrew Clegg
Professional summary
Andrew Clegg was a registered financial advisor .
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
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.
1 - Christine Angles Insurance Agency LLC; yes; insurance agency; insurance agent; 08/2026; 160 hours per month; 110 during trading hours; insurance agent. 2- Kindle Direct Publishing; Self Publishing Services & Online Book Sales; 06/2020; 0hrs per month; 0hrs during trading hours; Self Publishing Services & Online Book Sales. 3- Distrokid; Independent Artist Music Publishing; 10/2023; 5 hours per month; 0 during trading hours; Independent Artist Music Publishing.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 30, 2026 - Present
WASHINGTON, DC
Past
September 3, 2025 - August 25, 2026
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
FALLS CHURCH, VA
Past
August 25, 2025 - August 25, 2026
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
FALLS CHURCH, 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
Indiana(9/30/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 8/25/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
Current firm
No current employment
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.
