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RW

Ronald W. Winzelberg

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CRD#: 1752353
RW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Wayne Winzelberg, who also goes by Ron Nmn Winzelberg, Ron Winzelberg, Ronald W Winzelberg, Ron Winzelburg, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1987. Ronald had worked at 15 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Nmn Winzelberg | Ron Winzelberg | Ronald W Winzelberg | Ron Winzelburg

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 23, 2012 - July 6, 2012

GOLD COAST SECURITIES, INC.

BD
CRD#: 110925
THOUSAND OAKS, CA
Past

March 30, 2012 - July 6, 2012

GOLD COAST SECURITIES, INC.

RIA
CRD#: 110925
THOUSAND OAKS, CA
Past

June 15, 2009 - April 6, 2010

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
WOODLAND HILLS, CA
Past

July 11, 2007 - July 20, 2007

COUNTRYWIDE INVESTMENT SERVICES, INC.

RIA
CRD#: 103919
SANTA BARBARA, CA
Past

May 18, 2006 - July 20, 2007

COUNTRYWIDE INVESTMENT SERVICES, INC.

BD
CRD#: 103919
SANTA BARBARA, CA
Past

September 2, 2004 - May 22, 2006

LIBERTY LIFE SECURITIES LLC

BD
CRD#: 47737
THOUSAND OAKS, CA
Past

September 25, 2000 - June 30, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
THOUSAND OAKS, CA
Past

September 7, 2000 - June 30, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 29, 1999 - September 1, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

May 27, 1999 - November 30, 1999

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

December 3, 1998 - June 4, 1999

ATLAS SECURITIES, LLC

BD
CRD#: 20991
SAN LEANDRO, CA
Past

July 13, 1998 - November 25, 1998

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

September 27, 1996 - June 25, 1998

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

February 8, 1995 - October 27, 1995

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

November 19, 1993 - January 14, 1994

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

August 24, 1992 - November 19, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

April 3, 1992 - August 26, 1992

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

January 28, 1991 - March 23, 1992

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

March 22, 1990 - December 6, 1990

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

November 25, 1987 - January 18, 1989

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GC
GOLD COAST SECURITIES, INC.
GOLD COAST ADVISORY | GOLD COAST SECURITIES, INC.

CRD#: 110925 / SEC#: 801-60090, 8-53148

RIA
Registered Investment Advisory firm - SEC (12/10/2012 Terminated)
California
Registered Investment Advisory firm - SEC (8/23/2012 Approved)
Idaho
Registered Investment Advisory firm - SEC (9/12/2012 Approved)
Ohio
Registered Investment Advisory firm - SEC (6/26/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/6/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360
Mailing Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360-8241
Phone number
(805) 496-3660
Established
Delaware since 01/17/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
11

FINRA licenses (28 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HO, TAE POMCEO/CFO/CLO/CHIEF COMPLIANCE OFFICER/DIRECTOR2857540
TAMANO, SALLY YIPSVP, COO, DIRECTOR1993133

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 37,393,957

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GOLD COAST SECURITIES, INC.

CRD#: 110925

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