Bryan Ciborowski, financial advisor Wellesley MA

Bryan Ciborowski

CRD Number: 5563725
Current Firm: Gw & Wade, LLC

Bryan Ciborowski (CRD# 5563725) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Gw & Wade, LLC Wellesley, MA Mar 2020 - Current < 1
State Street Global Advisors Trust Company Boston, MA Jan 2017 - Current 3
State Street Global Advisors Funds Distributors LLC Boston, MA Jul 2008 - Current 12
State Street Bank And Trust Boston, MA Jul 2008 - Jan 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Nov 2020
Contact Info for Bryan J. Ciborowski
Phone Number: (781) 239-1188
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    6,701
    MILLIONS
  • Total Number of Accounts
    8,280
    ACCOUNTS
  • Average Account Value
    $809,248
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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