David F. Tomasetti

TOMASETTI INVESTMENT GROUP

Needham, MA 02494

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CRD#: 2252261

Professional summary

David Francis Tomasetti, CFP®, who also goes by Dave Francis Tomasetti, Dave Tomasetti, is a registered financial advisor currently at TOMASETTI INVESTMENT GROUP, LLC located in Needham, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Francis Tomasetti | Dave Tomasetti

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Francis Tomasetti's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

September 9, 2005 - Present

TOMASETTI INVESTMENT GROUP, LLC

Office #1: 75 Second Avenue Suite 605, Needham, MA 02494

RIA

CRD#: 136442

Needham, MA

Past

August 4, 1992 - November 11, 1992

H.J. MEYERS & CO., INC.

CRD#: 15609

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/9/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/8/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/3/1992

General Securities Representative Examination

Current Firm

TOMASETTI INVESTMENT GROUP, LLC

CRD#: 136442 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/9/2005 Approved)

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Contact information

Main Address

75 Second Avenue Suite 605, Needham, MA 02494

Mailing Address

Phone number

(617) 454-1200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 55,105,732

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David F. Tomasetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Francis Tomasetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOMASETTI INVESTMENT GROUP, LLC

H.J. MEYERS & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/2005

Series 63

Date: 8/10/1992

Series 7

Date: 8/3/1992

Current Firm

TOMASETTI INVESTMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOMASETTI INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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