# TFC FINANCIAL MANAGEMENT, INC.

TFC FINANCIAL MANAGEMENT, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105062
- Type: SEC-registered investment adviser
- SEC file number: 801-17784
- Location: 260 FRANKLIN STREET, SUITE 1888, BOSTON, MA, 02110
- Phone: 617-210-6700
- Latest filing: 2026-03-04
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Clients: 22
- Accounts: 1,619

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Renee Kamyee Kwok | PRESIDENT, CEO | — |
| Constance Haehnel Wyllie | CHIEF COMPLIANCE OFFICER | — |
| Leann Nathan Sullivan | SR. VICE PRESIDENT | — |
| Brian Joseph Presti | CHIEF INVESTMENT OFFICER | — |
| James Lippitt Joslin | TRUSTEE | — |
| Stephen James Oneill | TRUSTEE | — |
| Patricia Bee O'Neill | TRUSTEE | — |
| Sarah V Joslin | TRUSTEE | — |
| JOSLIN JAMES LIPPITT | CHAIRMAN; CHAIRMAN / CHIEF EXECUTIVE OFFICER; CHAIRMAN/CHIEF EXECUTIVE OFFICER (+6 more) | — |
| ONEILL STEPHEN JAMES | PRINCIPAL | — |
| KWOK RENEE KAMYEE | PRESIDENT; PRESIDENT, CEO; PRINCIPAL | — |
| MECKEL TIMOTHY STEPHAN | MANAGING PRINCIPAL; MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| KERN DANIEL STEVEN | CHIEF INVESTMENT OFFICER | — |
| WYLLIE CONSTANCE HAEHNEL | CHIEF COMPLIANCE OFFICER | — |
| PRESTI BRIAN JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SULLIVAN LEANN NATHAN | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| Sarah V. Joslin | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105062/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105062/similar
- Related entities: https://search.stillhousedata.com/firm/105062/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105062

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.