Brian Klatsky (CRD# 2756511) is an Investment Advisor Representative working at Gold Coast Wealth Management, LLC in Red Bank, NJ and has over 19 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Gold Coast Wealth Management | Jericho, NY | Oct 2017 - Current | 6 |
Na | Jericho, NY | Dec 2016 - Oct 2017 | < 1 |
Knight Execution & Clearing Services LLC | Jersey City, NJ | Jul 2012 - Dec 2016 | 4 |
Knight Capital Markets LLC | Jersey City, NJ | Feb 2009 - Dec 2016 | 7 |
Knight Equity Markets, L.p | Jersey City, NJ | Jan 1998 - Dec 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2004 |
S65 | NASAA Investment Advisors Law Examination | May 2017 |
- NJ
-
Total Assets Under Management386MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$1,724,357
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, KY, NJ, NY, TX
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