Ryan Michael Gibbons
Professional Summary
Ryan Michael Gibbons is a registered financial advisor currently at PLATFORM WEALTH ADVISORS located in Goleta, California. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ryan has worked at 1 firm and has passed the SIE exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
Years of Experience
4 years in the financial services industry
Current & Past Employments
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
Current Firm
PLATFORM WEALTH ADVISORS | PLATFORM WEALTH MANAGEMENT, LLC
Contact Information
Main Address
6510 S. Millrock Dr, Holladay, UT 84121Phone Number
(385) 243-0553# of Employees
17SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
776AUM (Assets Under Management)
$509,034,759Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/25/2026 | Cover Page | Report |
| 01/13/2025 | Cover Page | Report |
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
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.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
Primary Firm SEC Registration
PLATFORM WEALTH ADVISORS | PLATFORM WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/23/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Gibbons's CRS (Customer Relationship Summary).
Similar Advisors
AE WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
WORTHPOINTE
J. W. COLE ADVISORS, INC.
