Unclaimed Profile

Brendan John Obrien

GOLD COAST WEALTH MANAGEMENT, LLC·JERICHO, New York

SIE, Series 3, Series 7, Series 52TO, Series 63, Series 66Clean record13 years registeredGOLD COAST WEALTH MANAGEMENT, LLC

575 JERICHO TURNPIKE, JERICHO, NY 11753CRD# 3125421Firm CRD# 156338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brendan John Obrien · JERICHO, NY

Registration

CRD #3125421 · GOLD COAST WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

GOLD COAST WEALTH MANAGEMENT, LLC

Aug 2021 – present

R. F. LAFFERTY & CO., INC.

Apr 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 52TO

Series 63

Series 66

Registration record

First registered · April 30, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOLD COAST WEALTH MANAGEMENT, LLC

CRD 156338 · SEC 801-72197

AUM

$386M

Regulatory assets under management

Employees

224 client accounts

Services offered by GOLD COAST WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at GOLD COAST WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brendan John Obrien offer?

Brendan John Obrien specializes in Investment Management, Retirement Planning. Contact their office in JERICHO, New York for a consultation.

What are Brendan John Obrien's credentials?

Brendan John Obrien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brendan John Obrien located?

Brendan John Obrien is based in JERICHO, New York, working with GOLD COAST WEALTH MANAGEMENT, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.

How does Brendan John Obrien charge for services?

Brendan John Obrien's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLD COAST WEALTH MANAGEMENT, LLC?

GOLD COAST WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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