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BG

Bryan C. Gould

ULTRA ADVISORY GROUP
IRVINE, CA 92612
Some features on this profile are disabled
CRD#: 5300032
BG

Professional summary

Bryan Cross Gould is a registered financial advisor currently at ULTRA ADVISORY GROUP located in Irvine, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Cross Gould's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

November 21, 2025 - Present

ULTRA ADVISORY GROUP

Office #1: 19800 Macarthur Blvd Ste. 300, Irvine, CA 92612
RIA
CRD#: 338775
IRVINE, CA
Past

August 30, 2019 - March 27, 2026

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
Irvine, CA
Past

October 30, 2015 - September 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEWPORT BEACH, CA
Past

October 30, 2015 - September 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEWPORT BEACH, CA
Past

July 31, 2009 - November 5, 2015

MORGAN STANLEY

RIA
CRD#: 149777
CARLSBAD, CA
Past

July 31, 2009 - November 5, 2015

MORGAN STANLEY

BD
CRD#: 149777
CARLSBAD, CA
Past

May 21, 2007 - August 18, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LA JOLLA, CA
Past

May 7, 2007 - August 18, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LA JOLLA, CA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/21/2025)
IAR
Texas
(11/21/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/4/2007
General Securities Representative Examination

Current Firm

UA
ULTRA ADVISORY GROUP
ULTRA ADVISORY GROUP | ULTRA ADVISORY GROUP LLC

CRD#: 338775 / SEC#: 801-134701

RIA
Registered Investment Advisory firm - (11/19/2025 120-Day Approval)
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Contact information

Main Address
19800 Macarthur Blvd Ste. 300, Irvine, CA 92612
Mailing Address
Phone number
(949) 590-4923
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ULTRA ADVISORY ADV 2A APPENDIX 1 (10/21/2025)
ULTRA ADVISORY ADV 2A (10/6/2025)
0

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.

Company Information

ULTRA ADVISORY GROUP

CRD#: 338775Irvine, CA 92612

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