Andreas Constantine Koustis

Employer firm

Westpoint Wealth Management, LLC CRD 310883

$106M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 10/2017
  Morgan Stanley Smith Barney Llc
  Westlake, OH
• 01/2016 → 10/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → 05/2019
  Oppenheimer & Co. Inc.
  Beachwood, OH
• 03/2019 → 12/2025
  Beach Benefits Group
  North Olmsted, OH
• 09/2023 → Present
  Westpoint Wealth Management, Llc
  Berea, OH
• 02/2019 → Present
  Axios Financial Services Llc
  North Olmstead, OH

Previous Registrations

• 2019-05-16 → 2025-12-31
  Beach Benefits Group
  North Olmsted, OH
• 2017-10-09 → 2019-05-17
  Oppenheimer & Co. Inc.
  Beachwood, OH
• 2016-01-21 → 2017-10-10
  Morgan Stanley
  Westlake, OH

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-21

Other Names

• Andy Koustis