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
Gold Coast Wealth Management, LLC
By the Numbers
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Total Assets Under Management386MILLION
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Total Number of Accounts224ACCOUNTS
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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
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Registered Investment Advisor
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
1
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 (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.
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