Gold Coast Securities, Inc.

Overview

Gold Coast Securities, Inc. operates as a corporation functioning in a retail, non-independent advisory model with an individual owner. The firm serves primarily individual and family clients and performs both advisory and brokerage/insurance activities — its business lines include acting as a registered representative of a broker-dealer and as an insurance broker. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and market timing services. The firm reports that it serves as a capital allocator. It does not identify as an active ESG investor and is registered only in California. The firm has an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices