Brian Lance Klatsky
Investment adviser representative at Gold Coast Wealth Management, LLC
28 yearsExperience
2 statesRegistered in
$413.8MFirm assets
15 yearsFirm in business
Are you Brian Lance Klatsky? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Gold Coast Wealth Management, LLCOct 2017 to now
- NADec 2016 to Oct 2017
- Knight Execution & Clearing Services LLCJul 2012 to Dec 2016
- Knight Capital Markets LLCFeb 2009 to Dec 2016
- Knight Equity Markets, L.PJan 1998 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (KY, NJ).
Gold Coast Wealth Management, LLC
$413.8MAssets managed
157Clients
2Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2756511
- Firm CRD
- 156338