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RG

Ryan V. Golinski

GRADIENT SECURITIES
Spring Hill, FL 34609
Some features on this profile are disabled
CRD#: 5611664
RG

Professional summary


Ryan Vance Golinski, who also goes by Ryan Golinski, is a registered financial advisor currently at GRADIENT SECURITIES, LLC located in Spring Hill, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan Golinski

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. GOLINSKI TAX PREP, LLC; NOT INV RELATED; 13447 COUNTY LINE RD, SPRING HILL, FL 34609; TAX PREP; OWNER; START 01/2020; 10 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING HOURS; PREPARE TAXES, REVIEW WAYS TO REDUCE TAXES, ANALYZE TAX RETURNS. 2. GOLINSKI TAX ADVISORS, LLC; INV RELATED; 13447 COUNTY LINE RD, SPRING HILL, FL 34609; FINANCIAL SERVICES/TAX PREP; OWNER; START 01/2020; 40 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; REVIEW WAYS TO REDUCE TAX AND RISK AND INCREASE INCOME AND ESTATE. DBA NAME USED FOR ADVISORY, SECURITIES AND INSURANCE BUSINESS. 3. GOLINSKI TAX ADVISORS, LLC; INV RELATED; 13447 COUNTY LINE RD, SPRING HILL, FL 34609; INSURANCE; OWNER; START 01/2020; 10 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING HOURS; SALES OF INSURANCE, REVIEW POTENTIAL PRODUCTS TO ASSIST CLIENTS WITH MEETING THEIR LONG TERM GOALS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Vance Golinski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Ryan Vance Golinski'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

May 1, 2023 - Present

GRADIENT SECURITIES, LLC

Office #1: 13447 County Line Rd, Spring Hill, FL 34609
RIA
BD
CRD#: 127701
Spring Hill, FL
Current

May 1, 2023 - Present

GRADIENT SECURITIES, LLC

Office #1: 13447 County Line Rd, Spring Hill, FL 34609
RIA
BD
CRD#: 127701
Spring Hill, FL
Past

November 6, 2020 - May 4, 2023

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
HOMOSASSA, FL
Past

November 6, 2020 - May 4, 2023

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Homosassa, FL
Past

October 1, 2015 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
Homosassa, FL
Past

August 31, 2015 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
Homosassa, FL
Past

January 5, 2011 - September 1, 2015

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
SPRING HILL, FL
Past

November 5, 2008 - September 1, 2015

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
SPRING HILL, FL

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".
GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/1/2023)
RR
California
(5/1/2023)
RR
Florida
(5/1/2023)
IAR
Florida
(5/2/2023)
RR
Indiana
(5/1/2023)
RR
Kentucky
(5/1/2023)
RR
Maine
(5/1/2023)
RR
Maryland
(5/1/2023)
RR
Massachusetts
(5/1/2023)
RR
Michigan
(5/1/2023)
RR
Mississippi
(5/1/2023)
RR
Nebraska
(1/23/2025)
RR
New Hampshire
(5/1/2023)
RR
New Jersey
(5/1/2023)
RR
New Mexico
(5/1/2023)
RR
New York
(5/1/2023)
RR
North Carolina
(5/8/2023)
RR
Ohio
(5/1/2023)
RR
Oregon
(5/1/2023)
RR
Rhode Island
(5/1/2023)
RR
South Carolina
(10/21/2025)
RR
Texas
(5/1/2023)
RR
Virginia
(7/10/2025)
RR
Washington
(5/1/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/8/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT

CRD#: 127701 / SEC#: 801-80807, 8-66032

RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Mailing Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Phone number
(866) 991-1539
Established
Delaware since 04/09/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
62

SEC notice filing (51 States and Territories)


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

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWM ADV PART 2A & 2B (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
MERAKI PRIVATE EQUITY, LLCOWNER
JOCHUM, JAMIE LEEFINOP4459768
LUCIUS, CHARLES EDWARDOWNER MERAKI PRIVATE EQUITY, LLC1012912
LUCIUS, TAMI JEANOWNER MERAKI PRIVATE EQUITY, LLC2371362
NELSON, ROBERT SCOTTPRESIDENT & ELECTED MANAGER4237080
REMME, BRIAN ANDREWCHIEF COMPLIANCE OFFICER3103459

Regulatory assets under management


Total Number of Accounts7,322
AUM (Assets Under Management)$ 591,069,287

Disclosures


Regulatory Event1

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


GRADIENT SECURITIES, LLC

CRD#: 127701Spring Hill, FL 34609

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