Andrew Tenaglia

Andrew Tenaglia is a financial advisor with TC Financial Planning and Wealth Management, a Raymond James-affiliated advisory practice. His Raymond James biography states that he has worked in the financial services industry since 1993 and joined Raymond James Financial Services in 2023.

Before joining Raymond James, public registration-history summaries list Tenaglia with LPL Financial from 2014 to 2023, Rubicon Advisors from 2015 to 2023, and UBS Financial Services from 2005 to 2014. Indyfin lists his CRD number as 2386353, Series 63 and Series 66 examinations, California registration, and no public disclosures on its profile snapshot.

His current client work is framed as wealth and risk planning rather than venture investing. Raymond James says he works with families, retirees, business owners, and corporate 401(k) plans, drawing on a background as a financial auditor to examine risk across client portfolios. The Exit Planning Institute also lists him as a CEPA connected with TC Financial in Roseville, California, focused on helping business owners plan for life after an exit and build value before transition.

No verified public source found in this research supports the stub claim that Andrew Tenaglia is an angel investor, invests at seed stage, or has a publicly disclosed startup-investment track record.

• No verified public angel-investing thesis was found.
• His publicly stated advisory focus is risk-aware financial planning: Raymond James says he examines “all facets of risk” in client portfolios and uses clients’ financial goals and risk tolerance to design portfolios.
• His client focus includes families, retirees, business owners, and corporate 401(k) plans.
• His CEPA listing indicates a business-owner advisory focus around exit planning, value building before an owner’s exit, and personal financial planning around that transition.
• No public check size, venture stage focus, seed-stage mandate, or startup-sector focus was verified.