Brian Joseph Presti
Investment adviser representative at Tfc Financial Management Inc
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Tfc Financial Management IncJun 2023 to now
- The Colony Group, LLCOct 2019 to Jun 2023
- Harvest Capital Management Inc.Aug 2015 to Oct 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MA).
Tfc Financial Management Inc
Legal name: Tfc Financial Management, Inc.
$1.8BAssets managed
415Clients
12Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2977901
- Firm CRD
- 105062