Advisor at Prudent Growth Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prudent Growth Investments LLC
Location
Natick, MA 01760
Credentials
CFA®
Industry experience
1 year
Thomas Terraccino is a CFA® charterholder and the sole advisor at Prudent Growth Investments LLC, with 18 years of industry experience. He previously worked at Wilkins Investment Counsel for 16 years and Kondracki Advisory, LLC for one year before joining his current firm in 2025. Prudent Growth Investments LLC is a Massachusetts-registered investment adviser that provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, focusing mainly on equities while incorporating mutual funds, ETFs, fixed income, and international securities in portfolios tailored to clients’ risk tolerance and objectives.
Based on Prudent Growth Investments LLC
$0 - $2,000,000: 0.75% $2,000,001+: 0.65%
209 W Central St, Ste 223
Natick, MA 01760
Massachusetts
Prudent Growth Investments LLC
2025 - Present (1 year)
Kondracki Advisory, LLC
2024 - 2025 (1 year)
Wilkins Investment Counsel
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Wayland, MA
Levin Financial Planning
Series 65
Arlington, MA
Aztec Capital LLC
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
Series 65
Newton Upper Falls, MA
Fabco Investment Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")