Brendan John O'Brien
Investment Adviser Representative at GOLD Coast Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brendan John O'Brien is an investment adviser representative in Jericho, NY, currently registered with GOLD Coast Wealth Management, LLC and R. F. Lafferty & Co., Inc. They have worked in the securities industry since 2006 and have been registered with 6 firms, including Metcircle Securities LLC and BEAR, Stearns & Co. Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kentucky, New York, and Texas.
Registrations & licenses
- Investment adviser:
- Kentucky, New York, Texas
- Broker:
4 states and territories
Connecticut, New Jersey, New York, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GOLD Coast Wealth ManagementJan 2010 – no end date reportedJericho, NY
- Gold Coast Wealth Management, LLCJan 2010 – no end date reportedJericho, NY
- R F Lafferty & Co., Inc.Apr 2013 – no end date reportedNew York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GOLD Coast Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
- Up to $2 million1.25%
- $2 to $5 million0.85%
- $5 million and up to $15 million0.75%
- $15 million and up to $25 million0.65%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management services including diversified asset allocation across multiple asset classes and geographies, access to high-quality investment managers, opportunistic investing, and alternative asset classes such as hedge funds, direct investments, real estate, and private equity. The firm also works with a vetted network of tax advisors and trust and estate lawyers.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Jericho, NY
- Founded:
- 2011
- SEC file number:
- 801-72197
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at GOLD Coast Wealth Management, LLC
1 other advisor in the directory
View GOLD Coast Wealth Management, LLC firm profileSimilar advisors in Jericho, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan John O'Brien has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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