Andrew L. Kleinman

COASTAL WAY FINANCIAL GROUP

West Palm Beach, FL 33401

Some features on this profile are disabled

CRD#: 4327162

Professional summary

Andrew Lawrence Kleinman is a registered financial advisor currently at COASTAL WAY FINANCIAL GROUP, LLC located in West Palm Beach, Florida and ALEXANDER CAPITAL, L.P. located in Palm Beach, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Andrew has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, 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.

Andrew L. Kleinman is the Managing Partner and Adviser for Coastal Way Financial Group, LLC, a Registered Investment Adviser Company. The address is 900 N. Olive Ave., West Palm Beach, Fl 33401. The start date is August 24, 2016. Andrew plans to spend 140 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This activity is investment related. Andrew Kleinman is the In-House Financial Adviser for Perry CPA. The address of Perry CPA is 900 N. Olive Ave. West Palm Beach, Fl 33401. The start date is Jan 01, 2017. His duties will be Client Transition into investment business, and he plans to spend 10 hours per month during normal trading hours and 10 hours per month outside of normal trading hours. This is investment related. Andrew Kleinman is the VP Operations at Pivot Professional Partners. The address of Pivot Professional Partners is 900 N. Olive Ave. West Palm Beach, Fl 33401. The start date is April 11, 2025. His duties will be Help close 1031's generated from lead site, and he plans to spend 30 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This is investment related. Akleinman Consulting, LLC. 115 Cypress Trace Royal Palm Beach, FL 33411. Start date 06/30/2025; non-investment related; Sole Owner. Entity created to accept funds and pay bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawrence Kleinman'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®

None

Experience

Current

May 30, 2017 - Present

COASTAL WAY FINANCIAL GROUP, LLC

Office #1: 900 N. Olive Avenue, West Palm Beach, FL 33401

RIA

CRD#: 285844

West Palm Beach, FL

Current

July 7, 2025 - Present

ALEXANDER CAPITAL, L.P.

Office #1: 900 N Olive Avenue, Palm Beach, FL 33401

CRD#: 40077

Palm Beach, FL

Past

April 12, 2023 - July 8, 2025

GREAT POINT CAPITAL LLC

CRD#: 114203

Miami, FL

Past

September 1, 2016 - September 27, 2022

STOEVER GLASS WEALTH MANAGEMENT, INC.

RIA

CRD#: 173091

boca raton, FL

Past

August 19, 2013 - June 27, 2016

GLOBAL TRUST

RIA

CRD#: 143120

WEST PALM BEACH, FL

Past

August 12, 2013 - April 17, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

West Palm Beach, FL

Past

June 1, 2009 - August 28, 2013

MORGAN STANLEY

RIA

CRD#: 149777

W. PALM BEACH, FL

Past

June 1, 2009 - August 28, 2013

MORGAN STANLEY

CRD#: 149777

W. PALM BEACH, FL

Past

February 6, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

W. PALM BEACH, FL

Past

January 9, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

W. PALM BEACH, FL

Past

January 29, 2001 - February 2, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WEST PALM BEACH, FL

Past

January 26, 2001 - February 2, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WEST PALM BEACH, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(5/30/2017)

Florida
(7/29/2025)

Minnesota
(7/31/2025)

IAR

New Jersey
(6/9/2017)

New Jersey
(7/7/2025)

New York
(8/15/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/2001

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

COASTAL WAY FINANCIAL GROUP, LLC

COASTAL WAY FINANCIAL GROUP, LLC | OCEAN WAY CAPITAL, LLC

CRD#: 285844 / SEC#:

Florida

Registered Investment Advisory firm - (5/30/2017 Approved)

New Jersey

Registered Investment Advisory firm - (6/9/2017 Approved)

New York

Registered Investment Advisory firm - (6/2/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

900 N. Olive Avenue, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 328-2759

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 10,093,789

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.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew L. Kleinman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawrence Kleinman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER CAPITAL, L.P.

GREAT POINT CAPITAL LLC

STOEVER GLASS WEALTH MANAGEMENT, INC.

GLOBAL TRUST

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2001

Series 63

Date: 2/5/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/25/2001

FINRA

Nasdaq Stock Market

Current Firm

COASTAL WAY FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COASTAL WAY FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors