Brendan John O'BRien

Employer firm

Gold Coast Wealth Management, LLC CRD 156338

$414M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Gold Coast Wealth Management
  Jericho, NY
• 01/2010 → Present
  Gold Coast Wealth Management, Llc
  Jericho, NY
• 04/2013 → Present
  R F Lafferty & Co., Inc.
  New York, NY

Other Businesses

GOLD COAST MULTI-ASSET FUND, LOCATED AT 575 JERICHO TURNPIKE SUITE 307 JERICHO, NY, USA, 11753 . I SPEND A TOTAL OF 80 hrs per month. I WILL PERFORM ALL GP DUTIES AND WILL PROVIDE INVESTMENT ADVISORY WORK FOR THE FUND IN ADDITION TO VARIOUS REPORTING REQUIREMENTS. GOLD COAST WEALTH MANAGEMENT INVESTMENT ADVISORY RIA - PRESIDENT - MANAGING MEMBER- 50 TO 60 HOURS A WEEK Registered Representative; R.F. Lafferty & Co. Inc.; Investment Related: Yes; Location: 40 Wall Street 29th Floor New York, NY 10005; Description of the business: Broker-Dealer; Responsibilities Duties: Qualified purchaser related third-party marketing; Start date with business: 2013-04-30; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; Brendan O'Brien is a member of THE 1 TRAIN LLC, a marketing services business. His role entails assisting with the execution of the operating agreement. As a member, he contributes to operational decisions. He devotes 5 hours to this outside business activity outside of trading hours. RB Pinball LLC dba Under The Glass; Position: Investor; Investment Related: No; Location: 7 Broad Street Red Bank NJ 07701; Start date: 2026-01-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-29
• S63 Uniform Securities Agent State Law Examination
  2011-04-12

Other Names

• Brendan John Obrien