Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Chaffee is a financial advisor registered with Apella Wealth in Reston, Virginia. Andrew is also registered in Connecticut. He has been working in the financial services industry since 2012 and holds the Series 65 and SIE licenses. Andrew's firm, Apella Wealth, is a fee-based firm that provides financial planning and portfolio management services to individuals, corporations, and non-profit organizations. The firm has approximately $3.3 billion in assets under management. Andrew is a Certified Financial Planner and focuses on financial planning, retirement planning, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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VA
05/03/2024 - Present
Apella Wealth (RESTON VA)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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