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AK

Andrew L. Kleinman

COASTAL WAY FINANCIAL GROUP
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 4327162
AK

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.
The advisor shows no other business activity.

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
BD
CRD#: 40077
Palm Beach, FL
Past

April 12, 2023 - July 8, 2025

GREAT POINT CAPITAL LLC

BD
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

BD
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

BD
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

BD
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.

BD
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.
RR
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)
RR
Florida
(7/29/2025)
RR
Idaho
(1/5/2026)
RR
Minnesota
(7/31/2025)
IAR
New Jersey
(6/9/2017)
RR
New Jersey
(7/7/2025)
RR
New York
(8/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/22/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/5/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

CW
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)
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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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts85
AUM (Assets Under Management)$ 66,199,839

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.

Company Information

COASTAL WAY FINANCIAL GROUP, LLC

CRD#: 285844West Palm Beach, FL 33401

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