Andrew Gold

PRESTIGE WEALTH MANAGEMENT

SOUTHLAKE, TX 76092

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CRD#: 6961233

Professional summary

Andrew Gold, who also goes by Andrew Wesley Gold, is a registered financial advisor currently at PRESTIGE WEALTH MANAGEMENT located in Southlake, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Wesley Gold

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.

1. AGI INSURANCE POSITION: Agent NATURE: Life Insurance offered as additional product option to clients INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/28/2020 ADDRESS: 2011 Kirkwood Blvd #100, Southlake TX 76092 DESCRIPTION: Offer insurance as available product option to current clients and prospects 2. AGI PROPERTY MGMT POSITION: Owner NATURE: Inherited Rental Property - 5753 Saramac Drive, Watauga, TX 76148 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2024 ADDRESS: 2930 Willow Creek Drive, Grapevine TX 76051, United States DESCRIPTION: Monitoring and maintaining a rental property and communications with the tenant. Managing finances of rental payments and paying bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

June 2, 2025 - Present

PRESTIGE WEALTH MANAGEMENT

Office #1: 2011 Kirkwood Blvd. Suite 100, Southlake, TX 76092

RIA

CRD#: 336264

SOUTHLAKE, TX

Past

November 8, 2024 - September 4, 2025

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

SOUTHLAKE, TX

Past

June 14, 2024 - June 6, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SOUTHLAKE, TX

Past

June 14, 2024 - June 6, 2025

OSAIC WEALTH, INC.

CRD#: 23131

SOUTHLAKE, TX

Past

August 16, 2022 - November 8, 2024

ARBOR POINT ADVISORS

RIA

CRD#: 165127

SOUTHLAKE, TX

Past

October 27, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SOUTHLAKE, TX

Past

October 27, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

SOUTHLAKE, TX

Past

October 2, 2018 - October 29, 2020

EDWARD JONES

RIA

CRD#: 250

KELLER, TX

Past

August 1, 2018 - October 29, 2020

EDWARD JONES

CRD#: 250

KELLER, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRESTIGE WEALTH MANAGEMENT

PRESTIGE WEALTH MANAGEMENT | PRESTIGE WEALTH MANAGEMENT, INC.

CRD#: 336264 / SEC#: 801-132868

RIA

Registered Investment Advisory firm - (5/28/2025 Approved)

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

Texas
(6/2/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/1/2018

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: 8/1/2018

General Securities Representative Examination

Current Firm

PRESTIGE WEALTH MANAGEMENT

PRESTIGE WEALTH MANAGEMENT | PRESTIGE WEALTH MANAGEMENT, INC.

CRD#: 336264 / SEC#: 801-132868

RIA

Registered Investment Advisory firm - (5/28/2025 Approved)

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Contact information

Main Address

2011 Kirkwood Blvd. Suite 100, Southlake, TX 76092

Mailing Address

Phone number

(817) 637-8121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (9/4/2025)

2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts	759
AUM (Assets Under Management)	$ 118,820,191

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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Advisor Monitoring

Firm Stability Insights

Andrew Gold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OSAIC ADVISORY SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PRESTIGE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2018

Current Firm

PRESTIGE WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESTIGE WEALTH MANAGEMENT

TRUST BUT VERIFY

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