Gold Coast Wealth Management, LLC

Gold Coast Wealth Management, LLC (CRD# 156338) is a financial advisory firm headquartered in Jericho, NY. They manage $386,255,993 in 224 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
575 Jericho Turnpike, Suite 307, Jericho, NY 11753
http://www.goldcoastwm.com
By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $1,724,357
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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, KY, NJ, NY, TX

Financial Advisors at Gold Coast Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian Klatsky, financial advisor Red Bank NJ
Brian L. Klatsky
CRD#: 2756511
320 Broad Street, Red Bank, NJ 07701

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.

2
Brendan O'brien, financial advisor Jericho NY
Brendan J. O'brien
CRD#: 3125421
575 Jericho Turnpike, Suite 307, Jericho, NY 11753

Brendan O'brien (CRD# 3125421) is an Investment Advisor Representative working at Gold Coast Wealth Management, LLC in Jericho, NY and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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