Domicile State: MA
E-mail: tseresky@financialguide.com

Todd Seresky

Todd is an Investment Consultant for Coastal Financial. He partners with our advisors to help understand the investment landscape and find potential solutions.

Todd graduated from Lehigh University in Bethlehem, PA in 2012 with a BS in Finance. After graduating Todd worked for Fidelity Investments as an Internal Wholesaler selling Fidelity’s mutual funds, 529 plans, and retirement products to Financial Advisors. While working at Fidelity Todd passed CFA Level 1 in December of 2015. After Fidelity, Todd became an Associate Wealth Manager at BNY Mellon where he oversaw +$1 billion in assets under management. Todd has his Series 7, Series 63, Massachusetts life and health licenses and received his MBA from Babson College in 2022.

Todd resides in Wayland with his wife and dog, Lenox.