Brian Klatsky has been an investment adviser representative at Gold Coast Wealth Management since December 2017, and is not listed among the firm’s executive officers or direct owners.
Gold Coast Wealth Management, LLC is a Jericho, NY firm with $414M under management, 157 clients and 2 advisers across 3 offices, as of its March 2026 filing.
- – present · 8 yearsRed Bank, NJ · Adviser representative · Firm CRD 156338
Investment adviser representative registrations
Brian Klatsky is registered as an investment adviser representative in 2 states. The first approvals date from December 2017; the most recent is Kentucky, in November 2022.
- KentuckySince 15 November 2022
- New JerseySince 5 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2004 |
| Series 24 | General Securities Principal Examination | 5 March 2001 |
| Series 55 | Limited Representative-Equity Trader Exam | 9 December 1999 |
| Series 7 | General Securities Representative Examination | 9 October 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Brian Lance Klatsky
- CRD
- 2756511
- Firm
- Gold Coast Wealth Management · CRD 156338
- Office
- 320 Broad Street, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Klatsky work?
Brian Klatsky is an investment adviser representative registered through Gold Coast Wealth Management, LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Brian Klatsky a financial advisor?
Yes. Brian Klatsky has a current investment-adviser registration in Kentucky and New Jersey, through Gold Coast Wealth Management since December 2017.
How many years of experience does Brian Klatsky have?
Brian Klatsky has 28 years in the financial industry, since September 1998, across 1 adviser firm.
What exams has Brian Klatsky passed?
Brian Klatsky has passed 5 licensing exams: the Series 7, Series 55, Series 24, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1997. FINRA credited Brian Klatsky with the SIE, which began in October 2018.
Where is Brian Klatsky based?
Brian Klatsky’s registered office is in Red Bank, NJ.
Is Brian Klatsky registered with FINRA?
No. Brian Klatsky has no current broker registration.
How can I verify Brian Klatsky’s record?
Search CRD 2756511 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Klatsky’s full registration record.