Andreas Koustis has been an investment adviser representative at WestPoint Wealth Management since September 2023, and is not listed among the firm’s executive officers or direct owners.
Westpoint Wealth Management, LLC is a Berea, OH firm with $106M under management, 582 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Andreas Koustis’ longest registration was 6 years at Beach Benefits Group (2019–2025). Before joining WestPoint Wealth Management in 2023, Andreas Koustis was registered through Beach Benefits Group and Oppenheimer & Co. Inc.
- – present · 3 yearsWestlake, OH · Adviser representative · Firm CRD 310883
- Beach Benefits Group– · 6 yearsNorth Olmsted, OH · Adviser representative · Firm CRD 300944
- Oppenheimer & Co. Inc.– · 1 yearBeachwood, OH · Adviser representative · Firm CRD 249
- Morgan Stanley– · 1 yearWestlake, OH · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Andreas Koustis is registered as an investment adviser representative in Ohio, since September 2023.
- OhioSince 7 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 January 2016 |
| Series 7 | General Securities Representative Examination | 22 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andreas Constantine Koustis
- CRD
- 6424568
- Firm
- WestPoint Wealth Management · CRD 310883
- Office
- 30638 CENTER RIDGE ROAD, Westlake, OH 44145
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Andreas Koustis work?
Andreas Koustis is an investment adviser representative registered through Westpoint Wealth Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Andreas Koustis a financial advisor?
Yes. Andreas Koustis has a current investment-adviser registration in Ohio, through WestPoint Wealth Management since September 2023.
How many years of experience does Andreas Koustis have?
Andreas Koustis has 10 years in the financial industry, since December 2015, across 4 adviser firms.
What exams has Andreas Koustis passed?
Andreas Koustis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2015. FINRA credited Andreas Koustis with the SIE, which began in October 2018.
Where did Andreas Koustis work before WestPoint Wealth Management?
Before WestPoint Wealth Management, Andreas Koustis was registered through Oppenheimer & Co. Inc., October 2017 to May 2019; Morgan Stanley, January 2016 to October 2017.
Where is Andreas Koustis based?
Andreas Koustis’ registered office is in Westlake, OH.
Is Andreas Koustis registered with FINRA?
No. Andreas Koustis has no current broker registration.
How can I verify Andreas Koustis’ record?
Search CRD 6424568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andreas Koustis’ full registration record.