Bryan
Goligoski

Axxcess Wealth Management, LLC

CRD#2752534
Investment Advisor
in Carlsbad, CA

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About this Advisor

Bryan Goligoski is a financial advisor who works in Carlsbad, California with a total of 1 year of relevant experience. Goligoski is an advisor for Axxcess Wealth Management, LLC. Their career trajectory has included roles at Unemplolyed, Mercer Global Advisors, Hatteras Capital Distributors, LLC, Stillwater Capital, LLC, Oakhurst Advisors, Triple A Partners, Balboa Wealth Partners, Axxcess Wealth Management, LLC, Tcw Funds Distributors LLC, Tcw LLC, Tcw Investment Management Company LLC, Balboa Wealth Partners, Inc, Canter Wealth and Hatteras Funds. Goligoski has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Axxcess Wealth Management, LLC is a financial advisory firm that has its headquarters in Carlsbad, CA. The company has offices in 23 locations and a total of 78 people on staff. It controls $3 billion in assets under management across its 9,690 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 9,690 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Axxcess Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on which service is offered. Fee types charged by Axxcess Wealth Management, LLC likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

6005 Hidden Valley Road Suite 290
Carlsbad, CA 92011

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,399,618,044

CA Average: $7,578,581,321
Total Number of Employees

78

CA Average: 43
Total Number of Accounts

9,690

CA Average: 3,727
Average Account Size

$350,838

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bryan Goligoski Work History

Bryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Axxcess Wealth Management, LLC

2021 - 2022 (1 year)

Balboa Wealth Partners

2018 - 2019 (1 year)

Oakhurst Advisors

2018 - 2021 (3 years)

Triple A Partners

2018 - 2019 (1 year)

Canter Wealth

2017 - 2020 (3 years)

Stillwater Capital, LLC

2016 - 2016 (< 1 year)

Tcw Funds Distributors LLC

2016 - 2016 (< 1 year)

Tcw LLC

2016 - 2016 (< 1 year)

Tcw Investment Management Company LLC

2016 - 2019 (3 years)

Balboa Wealth Partners, Inc

2015 - 2016 (1 year)

Hatteras Capital Distributors, LLC

2015 - 2016 (1 year)

Hatteras Funds

2013 - 2013 (< 1 year)

Unemplolyed

2013 - 2015 (2 years)

Mercer Global Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Goligoski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Axxcess Wealth Management, LLC

Bryan Goligoski
Carlsbad, CA
Todd Quinn
Carlsbad, CA
Thomas Gajdalo
Lantana, TX
Kathryn Lester
Charleston, WV
Adam Coons
Carlsbad, CA
Cory Persson
Carlsbad, CA
Ian Mcilvaine
Carlsbad, CA
Mariah Wisely
Carlsbad, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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