Brian Thomas Gioscio
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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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
Experience
10 years in the industry.
- Cwm, LLCJun 2022 to now
- Boston Retirement GroupMay 2022 to now
- John HancockMay 2018 to May 2022
- John Hancock Distrbutors LLCMay 2018 to May 2022
- UberJan 2018 to May 2018
- Concord Wealth ManagementMay 2017 to Jan 2018
- Forty 1 NorthApr 2016 to Nov 2016
- Baystate FinancialJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 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
- 6627383
- Firm CRD
- 155344