Bryan J. Ciborowski

WELCH & FORBES LLC

Boston, MA 02108

Some features on this profile are disabled

CRD#: 5563725

Professional summary

Bryan John Ciborowski, who also goes by Bryan Ciborowski, is a registered financial advisor currently at WELCH & FORBES LLC located in Boston, Massachusetts.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Ciborowski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business: Harvard Business School; Business is not investment-related; Address: Harvard Business School, Soldiers Field, Boston, MA 02163; Nature of Business: Coaching/mentoring HBS second year students in an entrepreneurial sales class; Position/Title Held: Mentor; Start Date: 9/18/2023; Approximate number of hours/month devoted to other business: 6-10; Number of hours devoted to the other business during securities trading hours: 0; Description of duties: Meet with 4-5 students bi-weekly on Monday nights to review their assignments. Students record mock sales calls as part of the class. I grade the calls and provide feedback.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan John Ciborowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2025 - Present

WELCH & FORBES LLC

Office #1: 45 School Street, Boston, MA 02108

RIA

CRD#: 115119

Boston, MA

Past

March 6, 2024 - May 20, 2025

FOCUS PARTNERS WEALTH, LLC

RIA

CRD#: 159289

Wellesley, MA

Past

April 2, 2020 - March 21, 2024

GW & WADE, LLC

RIA

CRD#: 105394

WELLESLEY, MA

Past

March 31, 2020 - December 5, 2023

GW & WADE ASSET MANAGEMENT COMPANY, LLC

CRD#: 25745

WELLESLEY, MA

Past

October 2, 2008 - March 25, 2020

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

Boston, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELCH & FORBES LLC

CRD#: 115119 / SEC#: 801-60532

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/2014

General Securities Principal Examination

Current Firm

WELCH & FORBES LLC

CRD#: 115119 / SEC#: 801-60532

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

45 School Street, Boston, MA 02108

Mailing Address

Phone number

(617) 523-1635

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELCH & FORBES LLC FORM ADV PART 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	3,620
AUM (Assets Under Management)	$ 9,163,630,959

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2025	Cover Page	Report
02/25/2025	Cover Page	Report
01/30/2024	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan J. Ciborowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan John Ciborowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOCUS PARTNERS WEALTH, LLC

GW & WADE, LLC

GW & WADE ASSET MANAGEMENT COMPANY, LLC

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

Primary Firm SEC Registration

WELCH & FORBES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2020

Series 63

Date: 7/18/2008

SIE

Date: 10/1/2018

Series 7

Date: 10/1/2008

Series 24

Date: 7/9/2014

Current Firm

WELCH & FORBES LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WELCH & FORBES LLC

TRUST BUT VERIFY

Similar Advisors