linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bryan Abram Freit

Gold Coast Securities, Inc.

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

About Bryan Abram Freit

Bryan Abram Freit is a financial professional with over 30 years of experience in the industry. Bryan has held positions at several firms including Centaurus Financial, Inc., Lifemark Securities Corp., Mutual Service Corporation, and Equico Securities, Inc.. Bryan currently holds a Series 6, Series 63 and SIE license and is registered with Gold Coast Securities, Inc.. Bryan focuses on providing financial planning and investment advice to individuals and businesses.

Firm Information

Bryan Freit is currently registered with Gold Coast Securities, Inc.. Gold Coast Securities, Inc. is a Corporation based in Florida that was formed in 2001. The firm is registered with the SEC and in 30 states. They have 15 licensed agents, 16 investment adviser representatives, and 16 registered representatives. The firm provides financial planning, pension consulting, educational seminars, and market timing services. They also offer portfolio management for businesses and individuals, as well as selection of other advisors. The firm manages approximately $29.7 million in regulatory assets, with $5.4 million under discretionary management.

$29.72M

Assets Under Management

155

Total Clients

13

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

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.

Bryan Freit’s Registration & Firm History

CA

08/08/2008 - Present

Gold Coast Securities, Inc. (THOUSAND OAKS CA)

CA

03/24/1999 - 08/12/2008

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

NY

10/31/1996 - 04/06/1999

LIFEMARK SECURITIES CORP. (ROCHESTER NY)

MA

07/21/1995 - 10/31/1996

MUTUAL SERVICE CORPORATION (BOSTON MA)

NY

01/01/1990 - 08/15/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

01/01/1990 - 08/15/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Bryan Abram Freit is right for you?

Licenses & Designations

BC

Issued 01/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bryan Abram Freit. Review regulatory record here.
Not sure if Bryan Abram Freit is right for you?