Nicholas Paul Cosentino

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 04/2017
  The State Bank And Trust Company
  Defiance, OH
• 04/2017 → 08/2018
  Prudential Financial
  Maumee, OH
• 08/2018 → 12/2019
  Key Investment Services, Llc
  Toledo, OH
• 12/2019 → 09/2023
  Key Private Bank (Keycorp)
  Toledo, OH
• 09/2023 → 05/2025
  Tfo Wealth Partners
  Maumee, OH
• 05/2025 → Present
  Facet
  Baltimore, MD

Previous Registrations

• 2023-09-12 → 2025-05-12
  Tfo Wealth Partners
  Maumee, OH
• 2021-12-07 → 2023-09-20
  Key Investment Services Llc
  Brooklyn, OH
• 2018-08-14 → 2019-12-23
  Key Investment Services Llc
  Dayton, OH
  Toledo, OH
  Waterville, OH
• 2017-06-12 → 2018-08-03
  Pruco Securities, Llc.
  Columbus, OH
  Columbus, OH
  Maumee, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-04-28

Designations

• Certified Financial Planner