Unclaimed Profile

Brian Joseph Presti

TFC FINANCIAL MANAGEMENT, INC.·BOSTON, Massachusetts

Series 7, Series 9, Series 10, Series 63, Series 66Clean record26 years registeredTFC FINANCIAL MANAGEMENT, INC.

260 FRANKLIN STREET, BOSTON, MA 02110CRD# 2977901Firm CRD# 105062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Joseph Presti · BOSTON, MA

Registration

CRD #2977901 · TFC FINANCIAL MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

TFC FINANCIAL MANAGEMENT INC

Jun 2023 – present

THE COLONY GROUP, LLC

Dec 2019 – Jun 2023

Concord, NH

HARVEST CAPITAL MANAGEMENT INC

Aug 2015 – Nov 2019

CONCORD, NH

CARLSON D L INVESTMENT GROUP INC

Mar 2007 – Aug 2015

CONCORD, NH

CHARLES SCHWAB & CO., INC.

Oct 1999 – Sep 2006

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · October 4, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFC FINANCIAL MANAGEMENT, INC.

CRD 105062 · SEC 801-17784

AUM

$1.4B

Regulatory assets under management

Employees

1,439 client accounts

Services offered by TFC FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TFC FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Joseph Presti offer?

Brian Joseph Presti specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Brian Joseph Presti's credentials?

Brian Joseph Presti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Joseph Presti located?

Brian Joseph Presti is based in BOSTON, Massachusetts, working with TFC FINANCIAL MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Brian Joseph Presti charge for services?

Brian Joseph Presti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFC FINANCIAL MANAGEMENT, INC.?

TFC FINANCIAL MANAGEMENT, INC. has approximately 23 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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