Andrew Lawrence Kleinman

Current Employers

Employment History

• 08/2013 → 04/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2017 → Present
  Coastal Way Financial Group, Llc
  West Palm Beach, FL
• 04/2023 → Present
  Great Point Capital, Llc
  Chicago, IL
• 07/2025 → Present
  Alexander Capital, Lp
  Red Bank, NJ

Previous Registrations

• 2016-09-01 → 2022-09-27
  Stoever Glass Wealth Management, Inc.
  Boca Raton, FL
  New York, NY
• 2013-08-19 → 2016-06-27
  Global Trust
  Palm Beach Gardens, FL
• 2009-06-01 → 2013-08-28
  Morgan Stanley
  W. Palm Beach, FL
• 2009-02-06 → 2009-06-01
  Morgan Stanley & Co. Llc
  W. Palm Beach, FL
• 2001-01-29 → 2009-02-02
  Citigroup Global Markets Inc.
  Wellington, FL
  West Palm Beach, FL

Other Businesses

1) Private Securities Transaction/OBA - 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. 2) 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. 3) 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-22
• S63 Uniform Securities Agent State Law Examination
  2001-02-05