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Bryan John Ciborowski

WELCH & FORBES
BOSTON, MA
·CRD# 5563725·18 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryan Ciborowski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

WELCH & FORBES LLC·CRD# 115119
RIA
45 School Street, Boston, MA 02108
July 21, 2025 - Present
FOCUS PARTNERS WEALTH, LLC·CRD# 159289
RIA
Wellesley, MA
March 6, 2024 - May 20, 2025
GW & WADE, LLC·CRD# 105394
RIA
Wellesley, MA
April 2, 2020 - March 21, 2024
GW & WADE ASSET MANAGEMENT COMPANY, LLC·CRD# 25745
BD
Wellesley, MA
March 31, 2020 - December 5, 2023
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC·CRD# 30107
BD
Boston, MA
October 2, 2008 - March 25, 2020

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Current Firm

W&
WELCH & FORBES LLC

WELCH & FORBES LLC

CRD#: 115119 / SEC#: 801-60532
RIA
Registered Investment Advisory firm - SEC (8/31/2001 Approved)

Contact Information

Main Address

45 School Street, Boston, MA 02108

Phone Number

(617) 523-1635

# of Employees

55

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELCH & FORBES LLC FORM ADV PART 2A BROCHURE (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,734

AUM (Assets Under Management)

$9,903,464,752

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/20/2026Cover PageReport
11/21/2025Cover PageReport
02/25/2025Cover PageReport
01/30/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
W&
WELCH & FORBES LLC

WELCH & FORBES LLC

CRD#: 115119 / SEC#: 801-60532
RIA
Registered Investment Advisory firm - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2008About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2014About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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