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GOLD COAST WEALTH MANAGEMENT, LLC
GOLD COAST WEALTH MANAGEMENT, LLC
JERICHO, New York
·
1 registered advisor
·
CRD# 156338
SEC# 801-72197
2
516-274-9870
01
Firm Overview
AUM
$386M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at GOLD COAST WEALTH MANAGEMENT, LLC
1 registered advisor
Brendan John Obrien
JERICHO, New York
CRD# 3125421
05
Office Locations
JERICHO, New York
1 advisor
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Data sourced from SEC Form ADV filings. GOLD COAST WEALTH MANAGEMENT, LLC (CRD# 156338) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.