Gold Coast Wealth Management, LLC

Gold Coast Wealth Management, LLC (CRD# 156338) is a financial advisory firm headquartered in Jericho, NY. They manage $290,000,000 in 56 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $5,178,571
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, OR, SC, TX

Financial Advisors at Gold Coast Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian L. Klatsky
CRD#: 2756511
320 Broad Street, Red Bank, NJ 07701
93
Wealthminder
score

Brian Klatsky (CRD# 2756511) is an Investment Advisor Representative working at Gold Coast Wealth Management, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.

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