Andrew Welle

from Castle Investment Management, LLC
SEC regulated
Regulated Investment Advisor
Andrew Welle is a financial advisor based in Virginia, Alexandria, with 32 years of experience. Andrew currently works for Castle Investment Management, LLC. Andrew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrew Welle works at Castle Investment Management, LLC
Castle Investment Management, LLC is a financial advisory firm based in Alexandria, Virginia. It currently has approximately $68,220,346 of assets under management and employs about 2 people. Castle Investment Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
and a percentage of assets under your management
Office location
277 S. Washington Street, Suite 210, Alexandria, Virginia, 22314

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