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Sally Yip Tamano

GOLD COAST SECURITIES, INC.·THOUSAND OAKS, California
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean record29 years registeredGOLD COAST SECURITIES, INC.
275 E. HILLCREST DRIVE, SUITE 225, THOUSAND OAKS, CA 91360CRD# 1993133Firm CRD# 110925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sally Yip Tamano · THOUSAND OAKS, CA
Registration
CRD #1993133 · GOLD COAST SECURITIES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GOLD COAST SECURITIES, INC.
Nov 2002Apr 2026
GOLD RIVER, CA
Aug 1997Nov 2002
SACRAMENTO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 53
Series 55
Series 57TO
Series 63
Series 65
Series 99TO
Registration record
First registered · August 15, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLD COAST SECURITIES, INC.
CRD 110925 · SEC 801-60090
AUM
$31M
Regulatory assets under management
Employees
29
171 client accounts
Services offered by GOLD COAST SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Sally Yip Tamano offer?
Sally Yip Tamano specializes in Financial Planning, Investment Management, Wealth Management.
What are Sally Yip Tamano's credentials?
Sally Yip Tamano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sally Yip Tamano located?
Sally Yip Tamano is based in THOUSAND OAKS, California, last registered with GOLD COAST SECURITIES, INC..
How does Sally Yip Tamano charge for services?
Sally Yip Tamano's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLD COAST SECURITIES, INC.?
GOLD COAST SECURITIES, INC. has approximately 29 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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