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Brendan John Obrien

GOLD COAST WEALTH MANAGEMENT, LLC·JERICHO, New York
Unclaimed Profile
575 JERICHO TURNPIKE, JERICHO, NY 11753CRD# 3125421Firm CRD# 156338
01

About

Brendan John Obrien is a registered financial advisor based in JERICHO, New York, affiliated with GOLD COAST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GOLD COAST WEALTH MANAGEMENT, LLC
GOLD COAST WEALTH MANAGEMENT, LLC
AUM
$386M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GOLD COAST WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3125421
Firm CRD# 156338
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in New York
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