Brendan
O'Brien
Gold Coast Wealth Management, LLC
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About this Advisor
Brendan O'Brien is a financial advisor operating out of Jericho, New York with 2 years of industry experience. O'Brien works at Gold Coast Wealth Management, LLC. Throughout their career, they have worked at Gold Coast Wealth Management and Gold Coast Wealth Management, LLC. O'Brien has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in Kentucky, New York and Texas. Gold Coast Wealth Management, LLC is a company operating out of Jericho, NY. It has offices in two locations and just four advisors. It controls $382 million in total assets across its 216 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 216 accounts, 43% belong to high-net-worth individuals who have at least $1 million in assets. Gold Coast Wealth Management, LLC has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Gold Coast Wealth Management, LLC likely are comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gold Coast Wealth Management, LLC Brokerage Details
$382,359,145
4
216
$1,770,181
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Brendan O'Brien Work History
Brendan has been registered as a financial advisor for 2 years.*
Gold Coast Wealth Management
Gold Coast Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brendan O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gold Coast Wealth Management, LLC
Jericho, NY
Red Bank, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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