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).
Total Assets Under Management290MILLION
Total Number of Accounts56ACCOUNTS
Average Account Value$5,178,571
- 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)
- Selection of other advisers (including private fund managers)
CA, CT, FL, NJ, NY, OR, SC, TX
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.