BP
CFA
BP
CFA

Brian Joseph Presti

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
409 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$1.5B

Fee Structure

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Location

260 Franklin Street, Suite 1888, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tfc Financial Management INC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
The Colony Group, LLC
December 2019 - June 2023 · 3 yrs 6 mos
Harvest Capital Management INC
August 2015 - November 2019 · 4 yrs 3 mos
Carlson D L Investment Group INC
March 2007 - August 2015 · 8 yrs 5 mos
Charles Schwab & CO., INC.
October 1999 - September 2006 · 6 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.