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Brian Lance Klatsky

Gold Coast Wealth Management, LLC

Red Bank, NJ

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Current Employers
Gold Coast Wealth Management, Llc

575 Jericho Turnpike Suite 307, Jericho, NY 11753 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APP_PEND_IARCE 2026-01-01
NJ RA APP_PEND_IARCE 2026-01-01
  • KY RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

320 Broad Street, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knight Equity Markets, L.P Jersey City NJ 01/1998 12/2016
Knight Capital Markets Llc Jersey City NJ 02/2009 12/2016
Knight Execution & Clearing Services Llc Jersey City NJ 07/2012 12/2016
Gold Coast Wealth Management Jericho NY 10/2017 Present
Na Jericho NY 12/2016 10/2017
  • 01/1998 → 12/2016
    Knight Equity Markets, L.P
    Jersey City, NJ
  • 02/2009 → 12/2016
    Knight Capital Markets Llc
    Jersey City, NJ
  • 07/2012 → 12/2016
    Knight Execution & Clearing Services Llc
    Jersey City, NJ
  • 10/2017 → Present
    Gold Coast Wealth Management
    Jericho, NY
  • 12/2016 → 10/2017
    Na
    Jericho, NY
Other Businesses

RB Pinball LLC dba Under The Glass; Position: Consultant; Investment Related: No; Location: 7 Broad Street Red Bank NJ 07701; Start date: 2026-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-04
S63 Uniform Securities Agent State Law Examination 2004-12-01
  • S65 Uniform Investment Adviser Law Examination
    2017-05-04
  • S63 Uniform Securities Agent State Law Examination
    2004-12-01

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