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Ryan Vance Golinski

Investment adviser representative at Gradient Wealth Management
11 yearsExperience
1 stateRegistered in
$607.9MFirm assets
11 yearsFirm 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Gradient Securities, LLCMay 2023 to now
  2. Golinski Tax Advisors, LLCJan 2020 to now
  3. Golinski Tax Prep, LLCJan 2020 to now
  4. Securities America Advisors, Inc.Nov 2020 to Apr 2023
  5. Securities America, Inc.Nov 2020 to Apr 2023
  6. Kms Financial Services, IncAug 2015 to Nov 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010
  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (FL).

Gradient Wealth Management

Legal name: Gradient Securities, LLC

$607.9MAssets managed
4,553Clients
63Advisers
11 yearsIn 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
5611664
Firm CRD
127701
Advisor's SEC record (opens in a new tab)
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