AUMdb
BJ

Brian Joseph Presti

CRD 2977901 Chartered Financial Analyst

Firms

FirmRoleAs of
Tfc Financial Management, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗