GOLD COAST SECURITIES, INC.

Overview

Gold Coast Securities, Inc. is an independent, advisor-owned wealth management firm that blends advisory, brokerage and insurance distribution capabilities. The firm serves individual and family clients and positions itself as a capital allocator, using both in-house portfolio management and selection of outside managers. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers; it also provides market timing services. The firm operates as a registered representative of a broker-dealer and as an insurance broker, which shapes its product mix and allows integration of annuities and insurance solutions alongside discretionary and non-discretionary investment management. Gold Coast Securities shows a clear preference for equity exposure and exchange-traded instruments, and it uses third-party alternative managers as part of its lineup rather than building in-house private fund strategies.

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Location & Offices