Andre N. Coulombe

COULOMBE AND SONS WEALTH MANAGEMENT

Woodland Hills, CA 91367

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CRD#: 4286595

Professional summary

Andre Normand Coulombe, CFP® is a registered financial advisor currently at COULOMBE AND SONS WEALTH MANAGEMENT located in Woodland Hills, California.

Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andre has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

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.

DBA: COULOMBE & SONS 1. ANDRE N. COULOMBE; 5850 CONOGA AVE #400 WOODLAND HILLS, CA 91367; OWNER; INVESTMENT RELATED NON-SECURITIES; 20 HOURS PER WEEK; START DATE: 5/1985; SALES. 2. COULOMBE & SONS; 5850 CONOGA AVE #400 WOODLAND HILLS, CA 91367; OWNER; NON-INVESTMENT RELATED; 20 HOURS PER WEEK; START DATE: 5/1985; MANAGEMENT,CONSULTING, OWNeR. 3. St. Bernard Financial Services, Inc.; Investment Related; Russellville, AR; Broker/Dealer product sales; Registered Representative; Started 03/2019; Approximately 40 hours per month spent; Approximately 10 hours per month spent during securities trading hours. 4. Coulombe And Sons Financial Management; Not Investment Related; Woodland Hills, CA; CEO/Tax Preparer; Started 01/2014; Approximately 10 hours per month spent; Approximately 0 hours per month spent during securities trading hours. 5. To Philitimo dba Coulombe And Sons Insurance Services; Investment Related; Woodland Hills, CA; CEO/Insurance Agent; Fixed Insurance Sales; Started 01/2006; Approximately 20 hours per month spent; Approximately 20 hours per month spent during securities trading hours. 6. California State Guard; Not Investment Related; Sacramento, CA; Special Assistant to the Commanding General; Started 12/2008; Approximately 8 hours per month spent; Approximately 0 hours per month spent during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Normand Coulombe'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®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

April 22, 2024 - Present

COULOMBE AND SONS WEALTH MANAGEMENT

Office #1: 5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367

RIA

CRD#: 328371

Woodland Hills, CA

Past

March 4, 2019 - April 25, 2024

ST. BERNARD FINANCIAL SERVICES, INC.

RIA

CRD#: 36956

Woodland Hills, CA

Past

March 4, 2019 - December 16, 2024

ST. BERNARD FINANCIAL SERVICES, INC.

CRD#: 36956

Woodland Hills, CA

Past

June 14, 2016 - November 6, 2018

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

WOODLAND HILLS, CA

Past

June 14, 2016 - November 6, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

April 17, 2014 - February 16, 2016

COINBASE CAPITAL MARKETS CORP

RIA

CRD#: 10722

Woodland Hills, CA

Past

April 17, 2014 - February 16, 2016

COINBASE CAPITAL MARKETS CORP

CRD#: 10722

Woodland Hills, CA

Past

September 25, 2001 - April 18, 2014

NEW ENGLAND SECURITIES

RIA

CRD#: 615

WOODLAND HILLS, CA

Past

August 10, 2001 - April 18, 2014

NEW ENGLAND SECURITIES

CRD#: 615

WOODLAND HILLS, CA

Past

December 19, 2000 - July 24, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

California
(4/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2000

General Securities Representative Examination

Current Firm

COULOMBE AND SONS WEALTH MANAGEMENT

COULOMBE AND SONS WEALTH MANAGEMENT | COULOMBE AND SONS WEALTH MANAGEMENT INC.

CRD#: 328371 / SEC#:

California

Registered Investment Advisory firm - (4/22/2024 Approved)

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Contact information

Main Address

5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 485-2335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 4,980,501

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andre N. Coulombe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Normand Coulombe's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. BERNARD FINANCIAL SERVICES, INC.

ST. BERNARD FINANCIAL SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

COINBASE CAPITAL MARKETS CORP

COINBASE CAPITAL MARKETS CORP

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/12/2001

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2000

Current Firm

COULOMBE AND SONS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COULOMBE AND SONS WEALTH MANAGEMENT

TRUST BUT VERIFY

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