Brian Timothy Guild

Employer firm

Congress Asset Management Company, LLP CRD 105161

$14.2B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2015-11-23