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Brian Joseph Presti

TFC Financial Management Inc.

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About Brian Joseph Presti

Brian Presti is an Investment Advisor Representative associated with TFC Financial Management Inc. Brian has over 24 years of experience in the financial services industry. Brian has held positions with Charles Schwab & Co., Inc. and Fidelity Brokerage Services, Inc. Brian holds a Series 7, Series 9, Series 10, Series 63 and Series 66 license. Brian has earned the Chartered Financial Analyst designation. Brian is registered as an Investment Advisor Representative in Massachusetts.

Firm Information

Brian Presti is currently registered with TFC Financial Management Inc.. TFC Financial Management Inc. is an investment advisor registered with the SEC and located in BOSTON, MA. They advise high net worth individuals, individuals other than high net worth, and corporations or other businesses. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 8 investment advisor representatives and approximately $1.38 billion in regulatory assets under management.
TFC Financial Management Inc.

260 FRANKLIN STREET

BOSTON, MA 02110

$1.38B

Assets Under Management

9

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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administrative,consulting, monitoring

Administrative,consulting, monitoring

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Presti’s Registration & Firm History

MA

06/30/2023 - Present

TFC Financial Management Inc. (BOSTON MA)

VT

07/13/1999 - 09/15/2006

CHARLES SCHWAB & CO., INC. (BURLINGTON VT)

RI

01/16/1998 - 04/16/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 02/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Joseph Presti.
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