Andrew Marcus Karelis

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2006-01-10

MA RA
APPROVED

Since 2006-01-10

Branch Locations

7-57 Wells Avenue Suite 21, Newton, MA 02459 • United States

Needham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	01/2006	Present
Core Wealth Advisory	Waltham	MA	09/2021	04/2024
Ksp Financial Consultants	Waltham	MA	04/2024	05/2025
Ksp Advisors, Llc	Waltham	MA	05/2025	Present
Ksp Financial Consultants	Waltham	MA	01/2006	09/2021

01/2006 → Present

Commonwealth Financial Network

Waltham, MA
09/2021 → 04/2024

Core Wealth Advisory

Waltham, MA
04/2024 → 05/2025

Ksp Financial Consultants

Waltham, MA
05/2025 → Present

Ksp Advisors, Llc

Waltham, MA
01/2006 → 09/2021

Ksp Financial Consultants

Waltham, MA

Other Businesses

1. Fixed insurance sales, 45% of time, as of 2005, conducted at branch location, investment related. 2. KSP Advisors, LLC - partner and co-owner of real estate holding company, 1% of time, as of 2011, conducted at branch location, investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-02-08

S66 Uniform Combined State Law Examination

2002-02-08