Brian James Konish

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Boston, MA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA

Other Businesses

RENTAL PROPERTY, INVESTMENT RELATED, 50% OWNERSHIP OF RENTAL PROPERTY, INVESTMENT RELATED, START 12/30/2009. RENTAL PROPERTY,INVESTMENT RELATED, QUINCY, MA., OWNER, 4-5HRS/MONTH, 0 DURING TRADING. START 1/1/2010 LANDLORD. CIKON VENTURES LLC, NOT INV RELATED, WATERTOWN, MA, 33.33% OWNER, START 11/2013, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES; BOOK KEEPING. | KONCENTRIC, LLC; INV RELATED; QUINCY, MA; 100% OWNERSHIP; 02/2025; 5 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; HELP EDUCATE AND EMPOWER LOCAL ENTREPRENEURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-08

Designations

• Certified Financial Planner