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RG

Ryan S. Gorski

OCEANSIDE, CA
Some features on this profile are disabled
CRD#: 6327664
RG

Professional summary


Ryan Steven Gorski was a registered financial advisor .

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
(1) X ADVISORS POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2021 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: 50% owner and CCO of "X Advisors", a state Registered Investment Advisor. (2) CHERRY CREEK CAPITAL MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/29/2021 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: Actively managing accounts (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2021 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: OUTSIDE INSURANCE. (4) GORSKI CONSULTING GROUP, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 745 MUIRWOOD DR, OCEANSIDE CA 92057, United States DESCRIPTION: Entity for tax purposes. (5) Paxton Consulting Group; payroll & health benefits; 1430 Hygeia Ave Encinitas CA 92024. 10 hours a month. Non-investment related. (6) PAXTON CONSULTING GROUP POSITION: Employee NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2021 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: Business entity for tax benefits (7) PASH & BENSON INTERNATIONAL POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2023 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: Financial Advisor (8) ADVISOR ASSOCIATES POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/02/2023 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: DBA for Marketing

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


Current

October 3, 2025 - Present

OCEANSIDE, CA
Past

August 10, 2021 - August 18, 2025

X ADVISORS, LLC

RIA
CRD#: 315838
SANTA MARIA, CA
Past

January 29, 2021 - August 12, 2025

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
Santa Maria, CA
Past

January 29, 2021 - August 12, 2025

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
Santa Maria, CA
Past

April 4, 2019 - February 1, 2021

EDWARD JONES

RIA
CRD#: 250
SAN DIEGO, CA
Past

March 11, 2019 - February 1, 2021

EDWARD JONES

BD
CRD#: 250
SAN DIEGO, CA
Past

August 22, 2018 - November 29, 2018

MORGAN STANLEY

BD
CRD#: 149777
SAN DIEGO, 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
(10/3/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2019
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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