Bryan J. Goligoski

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CRD#: 2752534

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bryan John Goligoski, who also goes by Bryan John Goligosici, was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 2008. Bryan had worked at 12 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bryan John Goligosici

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Stillwater Capital, LLC, Not investment-related, Red Lodge, MT, Market research, Start Date: 03/2022, Approximately 20 hours per month, all during securities trading, research investment news and write articles about the investments industry. 2. Oaks Culinary Group, LLC; Not investment-related; Santa Barbara, CA; Consumer goods; Co-Founder; Start 1/2022; 60 hours/month, primarily not during securities trading hours; production and distribution of Skinny Dips & Salsa

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 10, 2022 - February 1, 2024

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

Red Lodge, MT

Past

April 23, 2021 - May 26, 2022

BALBOA WEALTH PARTNERS, INC.

RIA

CRD#: 282329

Santa Barbara, CA

Past

December 20, 2018 - September 4, 2019

OAKHURST ADVISORS

RIA

CRD#: 282057

LOS ANGELES, CA

Past

August 21, 2018 - August 23, 2021

TRIPLE A PARTNERS LLC

CRD#: 142790

Los Angeles, CA

Past

February 23, 2018 - April 10, 2019

CANTER WEALTH

RIA

CRD#: 167828

LA JOLLA, CA

Past

January 31, 2018 - December 31, 2020

STILLWATER CAPITAL, LLC

RIA

CRD#: 287931

SANTA BARBARA, CA

Past

April 3, 2017 - December 31, 2017

STILLWATER CAPITAL, LLC

RIA

CRD#: 287931

SANTA BARBARA, CA

Past

October 20, 2016 - March 18, 2019

BALBOA WEALTH PARTNERS, INC.

RIA

CRD#: 282329

NEWPORT BEACH, CA

Past

April 26, 2016 - August 16, 2016

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 106546

LOS ANGELES, CA

Past

April 26, 2016 - August 16, 2016

TCW FUNDS DISTRIBUTORS LLC

CRD#: 16670

LOS ANGELES, CA

Past

May 1, 2015 - January 6, 2016

HATTERAS CAPITAL DISTRIBUTORS, LLC

CRD#: 143365

RALEIGH, NC

Past

February 11, 2015 - January 6, 2016

HATTERAS INVESTMENT PARTNERS, LP

RIA

CRD#: 170628

SANTA BARBARA, CA

Past

September 30, 2013 - January 12, 2015

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

SANTA BARBARA, CA

Past

August 6, 2008 - February 28, 2013

SANTA BARBARA ASSET MANAGEMENT, LLC

RIA

CRD#: 138123

SANTA BARBARA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AXXCESS WEALTH MANAGEMENT, LLC

CRD#: 164081 / SEC#: 801-76763

RIA

Registered Investment Advisory firm - (6/6/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/20/2016

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/5/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2015

General Securities Representative Examination

Current Firm

AXXCESS WEALTH MANAGEMENT, LLC

CRD#: 164081 / SEC#: 801-76763

RIA

Registered Investment Advisory firm - (6/6/2012 Approved)

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Contact information

Main Address

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011

Mailing Address

Phone number

(858) 217-5347

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWM DISCLOSURE BROCHURE AND PRIVACY POLICY (4/21/2025)

Regulatory assets under management

Total Number of Accounts	22,242
AUM (Assets Under Management)	$ 6,329,396,180

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan J. Goligoski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BALBOA WEALTH PARTNERS, INC.

OAKHURST ADVISORS

TRIPLE A PARTNERS LLC

CANTER WEALTH

STILLWATER CAPITAL, LLC

STILLWATER CAPITAL, LLC

BALBOA WEALTH PARTNERS, INC.

TCW INVESTMENT MANAGEMENT COMPANY LLC

TCW FUNDS DISTRIBUTORS LLC

HATTERAS CAPITAL DISTRIBUTORS, LLC

HATTERAS INVESTMENT PARTNERS, LP

MERCER GLOBAL ADVISORS INC.

SANTA BARBARA ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

AXXCESS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2016

Series 65

Date: 8/5/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2015

Current Firm

AXXCESS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AXXCESS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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