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.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5610266
Wells Fargo Clearing Services, LLC
CRD# 2610909
Unionbanc Investment Services, LLC
| 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 |
- CA
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Total Assets Under Management3,589MILLIONS
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Total Number of Accounts8,549ACCOUNTS
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Average Account Value$419,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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