Bryan Cross Gould
Investment adviser representative at Ultra Advisory Group
11 yearsExperience
2 statesRegistered in
$142.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ultra Advisory GroupNov 2025 to now
- Northwest Asset ManagementAug 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2019
- Wells Fargo Advisors, LLCOct 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ultra Advisory Group
Legal name: Ultra Advisory Group LLC
$142.6MAssets managed
75Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5300032
- Firm CRD
- 338775