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David Francis Tomasetti

Tomasetti Investment Group, LLC

Needham, MA

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Current Employers
Tomasetti Investment Group, Llc

75 Second Avenue Suite 605, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-09-09
  • MA RA
    APPROVED
    Since 2005-09-09

Branch Locations

75 Second Avenue Suite 605, Needham, MA 02494 • 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
Tomasetti Investment Group, Llc Newton MA 09/2003 Present
Other Businesses

DAVID TOMASETTI IS A REGISTERED INSURANCE PRODUCER. FROM TIME TO TIME HE PROVIDES INSURANCE TO CLIENTS OF TOMASETTI INVESTMENT GROUP LLC, AS WELL AS INDIVIDUALS THAT ARE NOT CLIENTS OF TOMASETTI INVESTMENT GROUP LLC. MR. TOMASETTI PROVIDES THESE SERVICES AS A SOLE PRACTITIONER OUT OF THE SAME ADDRESS AS TOMASETTI INVESTMENT GROUP LLC. THAT ADDRESS IS 233 NEEDHAM ST, STE. 300, NEWTON MA 02464. MR. TOMASETTI PROVIDES THESE SERVICES ON AN AS NEEDED BASIS AND THIS BUSINESS IS NOT FULL-TIME EMPLOYMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-08
S63 Uniform Securities Agent State Law Examination 1992-08-10
  • S65 Uniform Investment Adviser Law Examination
    2005-08-08
  • S63 Uniform Securities Agent State Law Examination
    1992-08-10
Designations
Other Names
  • Dave Tomasetti
  • Dave Francis Tomasetti

View on SEC IAPD

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