Andrew William Arnold
Investment adviser representative at Centerline Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$326MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Centerline Wealth Advisors, LLCJan 2015 to now
- Purshe Kaplan Sterling InvestmentsJan 2015 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Centerline Wealth Advisors, LLC
$326MAssets managed
268Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2424616
- Firm CRD
- 164485