Brendan John O'brien
Investment adviser representative at Gold Coast Wealth Management, LLC
16 yearsExperience
3 statesRegistered in
$413.8MFirm assets
15 yearsFirm in business
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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
16 years in the industry.
- R F Lafferty & Co., Inc.Apr 2013 to now
- Gold Coast Wealth Management, LLCJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (KY, NY, TX).
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
- 3125421
- Firm CRD
- 156338