Brian L. Klatsky

GOLD COAST WEALTH MANAGEMENT

Red Bank, NJ 07701

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CRD#: 2756511

Professional summary

Brian Lance Klatsky is a registered financial advisor currently at GOLD COAST WEALTH MANAGEMENT, LLC located in Red Bank, New Jersey.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Investors/Founders; OpenLocker; Investment Related: No; Location: 320 Broad Street, Red Bank, NJ 07701; Description of the business: Digital Marketing, Non-RIA related business; Responsibilities Duties: Providing strategy and business plan development; Start date with business: 2021-09-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lance Klatsky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 5, 2017 - Present

GOLD COAST WEALTH MANAGEMENT, LLC

Office #1: 320 Broad Street, Red Bank, NJ 07701

RIA

CRD#: 156338

Red Bank, NJ

Past

July 2, 2012 - December 13, 2016

VIRTU AMERICAS LLC

CRD#: 149823

JERSEY CITY, NJ

Past

February 6, 2009 - December 31, 2010

KNIGHT CAPITAL MARKETS LLC

CRD#: 38379

JERSEY CITY, NJ

Past

January 29, 1998 - July 2, 2012

KNIGHT CAPITAL AMERICAS, L.P.

CRD#: 38599

JERSEY CITY, NJ

Past

October 10, 1997 - February 4, 1998

DEUTSCHE IXE, LLC

CRD#: 7172

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLD COAST WEALTH MANAGEMENT, LLC

CRD#: 156338 / SEC#: 801-72197

RIA

Registered Investment Advisory firm - (3/22/2011 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(11/15/2022)

IAR

New Jersey
(12/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/9/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/9/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2001

General Securities Principal Examination

Current Firm

GOLD COAST WEALTH MANAGEMENT, LLC

CRD#: 156338 / SEC#: 801-72197

RIA

Registered Investment Advisory firm - (3/22/2011 Approved)

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Contact information

Main Address

575 Jericho Turnpike Suite 307, Jericho, NY 11753

Mailing Address

Phone number

(516) 274-9870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 414,920,456

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.

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Advisor Monitoring

Firm Stability Insights

Brian L. Klatsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lance Klatsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTU AMERICAS LLC

KNIGHT CAPITAL MARKETS LLC

KNIGHT CAPITAL AMERICAS, L.P.

DEUTSCHE IXE, LLC

Primary Firm SEC Registration

GOLD COAST WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2017

Series 63

Date: 12/1/2004

SIE

Date: 12/13/2016

Series 55

Date: 12/9/1999

Series 7

Date: 10/9/1997

Series 24

Date: 3/5/2001

Current Firm

GOLD COAST WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLD COAST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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