Bryan John Ciborowski
Investment adviser representative at Welch & Forbes LLC
18 yearsExperience
1 stateRegistered in
$9.9BFirm assets
25 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Welch & Forbes LLCJun 2025 to now
- The Colony Group, LLCMar 2024 to May 2025
- Gw & Wade, LLCMar 2020 to Mar 2024
- Gw & Wade Asset Management CompanyMar 2020 to Dec 2023
- State Street Global Advisors Trust CompanyJan 2017 to Mar 2020
- State Street Global Advisors Funds Distributors LLCJul 2008 to Mar 2020
- State Street Bank and TrustJul 2008 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Welch & Forbes LLC
$9.9BAssets managed
699Clients
5Advisers
25 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
- 5563725
- Firm CRD
- 115119