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Brian Joseph Presti

Tfc Financial Management Inc

Boston, MA

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Current Employers
Tfc Financial Management Inc

260 Franklin Street Suite 1888, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-06-30
  • MA RA
    APPROVED
    Since 2023-06-30

Branch Locations

260 Franklin Street Suite 1888, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvest Capital Management Inc. Concord NH 08/2015 10/2019
The Colony Group, Llc Concord MA 10/2019 06/2023
Tfc Financial Management Inc Boston MA 06/2023 Present
  • 08/2015 → 10/2019
    Harvest Capital Management Inc.
    Concord, NH
  • 10/2019 → 06/2023
    The Colony Group, Llc
    Concord, MA
  • 06/2023 → Present
    Tfc Financial Management Inc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-06
S63 Uniform Securities Agent State Law Examination 1998-02-19
  • S66 Uniform Combined State Law Examination
    2001-02-06
  • S63 Uniform Securities Agent State Law Examination
    1998-02-19
Designations

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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