Douglas Buchanan Cakert
Investment adviser representative at Tc Financial Management, Co Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Tc Financial Management, Co Inc.Aug 2015 to now
- Tc Financial Managment Co.May 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tc Financial Management, Co Inc.
Legal name: Tc Financial Management, Co. Inc.
$122.7MAssets managed
144Clients
2Advisers
1 yearIn 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
- 6496937
- Firm CRD
- 128967