Bryan Goligoski, financial advisor Santa Barbara CA

Bryan Goligoski

CRD Number: 2752534
Current Firm: Axxcess Wealth Management, LLC

Bryan Goligoski (CRD# 2752534) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Axxcess Wealth Management, LLC Santa Barbara, CA Mar 2022 - Current < 1
Stillwater Capital, LLC Santa Barbara, CA Apr 2017 - Current 5
Balboa Wealth Partners Newport Beach, FL Apr 2021 - May 2022 1
Triple A Partners Los Angeles, CA Aug 2018 - Aug 2021 3
Oakhurst Advisors Los Angeles, CA Sep 2018 - Sep 2019 1
Canter Wealth La Jolla, CA Feb 2018 - Apr 2019 1
Balboa Wealth Partners, Inc. Newport Beach, CA Oct 2016 - Mar 2019 2
Tcw Funds Distributors LLC Los Angeles, CA Apr 2016 - Sep 2016 < 1
Tcw LLC Los Angeles, CA Apr 2016 - Sep 2016 < 1
Tcw Investment Management Company LLC Los Angeles, CA Apr 2016 - Sep 2016 < 1
Hatteras Capital Distributors, LLC Raleigh, NC Jan 2015 - Jan 2016 1
Hatteras Funds Raleigh, NC Jan 2015 - Jan 2016 1
Mercer Global Advisors Santa Barbara, CA Sep 2013 - Jan 2015 1
Unemplolyed Santa Barbara, CA Feb 2013 - Sep 2013 < 1
Santa Barbara Asset Management Santa Barbara, CA Apr 2005 - Feb 2013 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Bryan J. Goligoski
Phone Number: (858) 217-5347
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,589
    MILLIONS
  • Total Number of Accounts
    8,549
    ACCOUNTS
  • Average Account Value
    $419,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WV

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