Tomasetti Investment Group, LLC

Tomasetti Investment Group, LLC (CRD# 136442) is a financial advisory firm headquartered in Newton Upper Falls, MA. They manage $26,601,465 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $156,479
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Tomasetti Investment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David F. Tomasetti
CRD#: 2252261
Paragon Towers, 233 Needham Street, Newton Upper Falls, MA 02464
96
Wealthminder
score

David Tomasetti (CRD# 2252261) is an Investment Advisor Representative working at Tomasetti Investment Group, LLC in Newton Upper Falls, MA and has over 24 years of experience in the finance industry. David Tomasetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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