Brian Presti, financial advisor Concord NH
96 score

Brian Presti

CRD Number: 2977901
Current Firm: Harvest Capital Management Inc.

Brian Presti (CRD# 2977901) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Harvest Capital Management Inc. Concord, NH Aug 2015 - Current 2
Dl Carlson Investment Group Inc. Concord, NH Sep 2006 - Aug 2015 8
Charles Schwab Bank N.a. Burlington, VT Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Brian J. Presti
Phone Number: 603-224-6994
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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