Brian
Konish

Wells Fargo Clearing Services, LLC

CRD#2957155
Investment Advisor
in Boston, MA
Are you Brian Konish? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Konish is a certified financial planner based in Boston, Massachusetts, with 15 years in the industry. Konish works at Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Konish maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 6,557 locations and a total of 26,409 financial advisors. It oversees $473 billion in assets among its 1,432,715 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on which service is provided. However, fee types charged by Wells Fargo Clearing Services, LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2 International Pl Fl 20
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

MA Average: $11,469,110,461
Total Number of Employees

26,352

MA Average: 458
Total Number of Accounts

1,434,106

MA Average: 33,415
Average Account Size

$302,067

MA Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Brian Konish Work History

Brian has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Brian Konish has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started