linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brendan John O'Brien

Gold Coast Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brendan? Claim Your Profile

About Brendan John O'Brien

Brendan O'Brien is a financial advisor registered with the state of New York and is currently employed with Gold Coast Wealth Management, LLC. Brendan has been working in the industry since December 22, 2006. Brendan holds the Series 3, 7, 63, and 66 licenses. Brendan also has experience with investment management for individuals, pooled investment vehicles, and pension consulting.

Firm Information

Brendan O'Brien is currently registered with Gold Coast Wealth Management, LLC. Gold Coast Wealth Management, LLC is an investment advisor registered with the SEC. Based in Jericho, NY, the firm manages approximately $386 million in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. They offer a range of advisory services including portfolio management for individuals and pooled investment vehicles, pension consulting, and selection of other advisors.
Gold Coast Wealth Management, LLC

575 JERICHO TURNPIKE

JERICHO, NY 11753

$386.26M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brendan O'Brien’s Registration & Firm History

NY

08/24/2021 - Present

Gold Coast Wealth Management, LLC (JERICHO NY)

NY

02/23/2011 - 03/25/2013

METCIRCLE SECURITIES LLC (NEW YORK NY)

NY

08/10/2004 - 02/09/2006

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

07/10/2003 - 08/28/2003

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

04/18/2000 - 07/31/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

12/16/1999 - 05/08/2000

CANTOR FITZGERALD SECURITIES (NEW YORK NY)

Not sure if Brendan John O'Brien is right for you?

Licenses & Designations

BOTH

Issued 06/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2004

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brendan John O'Brien.
Not sure if Brendan John O'Brien is right for you?