Andrew Kling (CRD# 4609203) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 17 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polaris Wealth Advisory Group | Newton, MA | Mar 2023 - Current | 1 |
| Adviser Investments | Newton, MA | Jul 2021 - Current | 2 |
| J.p. Morgan Chase Bank, N.a. | Somerville, MA | Feb 2021 - Jul 2021 | < 1 |
| J.p. Morgan Securities, LLC | Somerville, MA | Feb 2021 - Jul 2021 | < 1 |
| Charles Schwab & Company, Inc. | Chestnut Hill, MA | May 2004 - Jan 2021 | 16 |
| Charles Schwab Bank | Chestnut Hill, MA | May 2003 - Jan 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- CA
- MA
- TX
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Total Assets Under Management15,423MILLIONS
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Total Number of Accounts19,495ACCOUNTS
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Average Account Value$791,140
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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