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Gold Coast Wealth Management
GOLD COAST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Jericho, NY, registered since 2011. The firm manages $414 million in assets,...
Overview
GOLD COAST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Jericho, NY, registered since 2011. The firm manages $414 million in assets, $407 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What regulatory framework governs Gold Coast Wealth Management?
Gold Coast Wealth Management, LLC operates as a registered investment advisor (RIA) under US securities laws. As an RIA, the firm is subject to the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients. This regulatory status distinguishes it from broker-dealers.
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