Andreas C. Koustis

BEACH BENEFITS GROUP

North Olmsted, OH 44070

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CRD#: 6424568

Professional summary

Andreas Constantine Koustis, who also goes by Andy Koustis, is a registered financial advisor currently at BEACH BENEFITS GROUP located in North Olmsted, Ohio and WESTPOINT WEALTH MANAGEMENT, LLC located in Westlake, Ohio.

Andreas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andreas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Koustis

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.

Andreas Constantine Koustis is a licensed insurance agent. ETHOS CPA LLC; TAX PREPARER ; INVESTMENT RELATED: NO; 30980 LORAIN RD; ACCOUNTING FIRM/TAX PREPARER; ASSIST WITH TAX PREPARATION, DURING TAX SEASON, AND PROFORMA TAX WORK. THIS IS ON A 1099 CONSULTING BASIS. I AM NOT A STAFF EMPLOYEE OF THE FIRM.; START DATE WITH BUSINESS: 2019-06-01; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 4; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 3. BEACH BENEFITS GROUP; INV REL; NORTH OLMSTEAD, OH; RIA FIRM; CCO/IAR; DUAL REGIS DURING TRANSITION TIMEFRAME; START DATE 03/2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andreas Constantine Koustis'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 16, 2019 - Present

BEACH BENEFITS GROUP

Office #1: 30980 Lorain Road, North Olmsted, OH 44070

RIA

CRD#: 300944

North Olmsted, OH

Current

September 7, 2023 - Present

WESTPOINT WEALTH MANAGEMENT, LLC

Office #1: 30638 Center Ridge Road, Westlake, OH 44145

RIA

CRD#: 310883

WESTLAKE, OH

Past

October 9, 2017 - May 17, 2019

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

BEACHWOOD, OH

Past

October 6, 2017 - May 17, 2019

OPPENHEIMER & CO. INC.

CRD#: 249

BEACHWOOD, OH

Past

January 21, 2016 - October 10, 2017

MORGAN STANLEY

RIA

CRD#: 149777

WESTLAKE, OH

Past

December 23, 2015 - October 10, 2017

MORGAN STANLEY

CRD#: 149777

WESTLAKE, OH

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

Florida
(11/7/2023)

IAR

Ohio
(5/16/2019)

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: 1/21/2016

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: 12/22/2015

General Securities Representative Examination

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

NOE FINANCIAL SERVICES, INC. | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE

CRD#: 310883 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

Ohio

Registered Investment Advisory firm - (10/14/2020 Approved)

South Carolina

Registered Investment Advisory firm - (4/10/2024 Approved)

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Contact information

Main Address

66 Front St, Berea, OH 44017

Mailing Address

Phone number

(866) 640-7908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	948
AUM (Assets Under Management)	$ 89,322,684

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.

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Andreas C. Koustis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andreas Constantine Koustis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACH BENEFITS GROUP

WESTPOINT WEALTH MANAGEMENT, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 1/21/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2015

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTPOINT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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