Andrew Kleinman is a registered investment advisor, based in West Palm Beach, FL, with 25 years of industry experience.
Location
900 N. Olive Avenue, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is the Managing Partner and Adviser for Coastal Way Financial Group, LLC, and the In-House Financial Adviser for Perry CPA. He is also the VP Operations at Pivot Professional Partners, dedicating nearly full-time hours to Coastal Way Financial Group and about a quarter of his time to Pivot Professional Partners.
Employment History
Current Registrations
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Coastal Way Financial Group, LLC
Previous Registrations
Great Point Capital LLCBroker
Stoever Glass Wealth Management, INC.
Global Trust
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.