Brian Timothy Guild

Current Employers

Congress Asset Management Company, Llp

2 Seaport Lane, Boston, MA 02210-2001 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2015-12-07

MA RA
APPROVED

Since 2015-12-07

Branch Locations

2 Seaport Lane, Boston, MA 02210-2001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Congress Wealth Management, Llc	Boston	MA	12/2010	Present
Congress Asset Management, Llp	Boston	MA	05/2008	Present

12/2010 → Present

Congress Wealth Management, Llc

Boston, MA
05/2008 → Present

Congress Asset Management, Llp

Boston, MA

Previous Registrations

2015-12-07 → 2017-03-10

Congress Wealth Management Llc

Boston, MA

Boston, MA

Other Businesses

CONGRESS WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, 250 NORTHERN AVENUE SUITE 310 BOSTON, MA 02210, INVESTMENT MANAGEMENT, PORTFOLIO MANAGER AND RESEARCH ANALYST, 12/2010

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-11-23

S65 Uniform Investment Adviser Law Examination

2015-11-23

View on SEC IAPD

Current Employers

Congress Asset Management Company, Llp

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews