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RG

Ryan S. Gorski

PACIFIC POINT WEALTH MANAGEMENT
CARLSBAD, CA 92011
Some features on this profile are disabled
CRD#: 6327664
RG

Professional summary

Ryan Steven Gorski is a registered financial advisor currently at PACIFIC POINT WEALTH MANAGEMENT located in Carlsbad, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan 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 Ryan Steven Gorski's 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

October 3, 2025 - Present

PACIFIC POINT WEALTH MANAGEMENT

Office #1: 6125 Paseo Del Norte, Carlsbad, CA 92011
RIA
CRD#: 338392
CARLSBAD, 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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2018
General Securities Representative Examination

Current Firm

PP
PACIFIC POINT WEALTH MANAGEMENT
PACIFIC POINT WEALTH MANAGEMENT | PACIFIC POINT WEALTH MANAGEMENT, LLC

CRD#: 338392 / SEC#: 801-134417

RIA
Registered Investment Advisory firm - (9/26/2025 120-Day Approval)
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Contact information

Main Address
6125 Paseo Del Norte, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 248-7054
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B (1/19/2026)
FORM ADV PART 2B (1/19/2026)
FORM ADV PART 2B (1/19/2026)
FORM ADV PART 2B (1/19/2026)
FORM ADV - PART 2A (1/19/2026)
FORM ADV PART 2B (1/19/2026)

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 6,450,550

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

PACIFIC POINT WEALTH MANAGEMENT

CRD#: 338392Carlsbad, CA 92011

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