Andrew Gold has been an investment adviser representative at Prestige Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Andrew Gold studied at Our Lady of the Lake University and the University of Texas at San Antonio.
Prestige Wealth Management, Inc. is a Southlake, TX firm with $148M under management, 297 clients and 5 advisers across 2 offices, as of its June 2026 filing.
Andrew Gold is VP, Wealth Management of Prestige Wealth Management, based in Southlake, TX. He joined the firm in 2020 and has a background in portfolio management and advanced tax strategy. As Vice President of Tax Strategy and Wealth Management, he works with individuals and families on portfolio construction and year-round tax planning.
Andrew Gold’s longest registration was 3 years at Securities America Advisors, Inc. (2020–2024). Before joining Prestige Wealth Management in 2025, Andrew Gold was registered through Osaic Advisory Services, LLC and Osaic Wealth, Inc.
- Prestige Wealth ManagementCurrent– present · 1 yearSouthlake, TX · Adviser representative · Firm CRD 336264
- Osaic Advisory Services, LLC– · under a yearSouthlake, TX · Adviser representative · Firm CRD 171070
- Osaic Wealth, Inc.– · under a yearSouthlake, TX · Adviser representative · Firm CRD 23131
- Arbor Point Advisors– · 2 yearsSouthlake, TX · Adviser representative · Firm CRD 165127
- Securities America Advisors, Inc.– · 3 yearsSouthlake, TX · Adviser representative · Firm CRD 110518
- Edward Jones– · 2 yearsKeller, TX · Adviser representative · Firm CRD 250
Professional designations
Listed by Prestige Wealth Management
- Certified Tax Specialist™ (CTS®)
Investment adviser representative registrations
Andrew Gold is registered as an investment adviser representative in Texas, since June 2025.
- TexasSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 August 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 6961233
- Firm
- Prestige Wealth Management · CRD 336264
- Office
- 3120 SABRE DRIVE, SUITE 160, Southlake, TX 76092
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwealthmgmt.com
Where does Andrew Gold work?
Andrew Gold is an investment adviser representative registered through Prestige Wealth Management, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Gold a financial advisor?
Yes. Andrew Gold has a current investment-adviser registration in Texas, through Prestige Wealth Management since June 2025.
How many years of experience does Andrew Gold have?
Andrew Gold has 8 years in the financial industry, since July 2018, across 6 adviser firms.
What exams has Andrew Gold passed?
Andrew Gold has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2018. FINRA credited Andrew Gold with the SIE, which began in October 2018.
Where did Andrew Gold work before Prestige Wealth Management?
Before Prestige Wealth Management, Andrew Gold was registered through Arbor Point Advisors, August 2022 to November 2024; Securities America Advisors, Inc., October 2020 to June 2024; Edward Jones, October 2018 to October 2020.
Where is Andrew Gold based?
Andrew Gold’s registered office is in Southlake, TX.
Is Andrew Gold registered with FINRA?
No. Andrew Gold has no current broker registration.
How can I verify Andrew Gold’s record?
Search CRD 6961233 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Gold’s full registration record.
