TSA Management Inc
Firm details
- Headquarters
- Glen Head, New York
- CRD number
- 106440
- Registered since
- May 7, 1992
- Website
- www.hallidayfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.92%
- Individuals44.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TSA Management Inc. is an independent registered investment adviser organized as a corporation. The firm is SEC-registered and first registered in 1992. Ownership is listed as a combination of a domestic entity and an individual. TSA’s client base is focused on individuals and families, and its advisory work centers on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm reports affiliations with a broker-dealer and an insurance company. TSA does not identify as an active ESG investor, is not designated a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Other29%
- US Government Bonds11%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1Rachel Pino
CFOCRD 2381976
Contacts
3 of 29
Christine Malmborg
Financial Advisor & Registered PrincipalCRD 5708309

Reese Hughes
Senior Financial PlannerCRD 5831565

Katherine Stein
Vice PresidentCRD 5878569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Head, NY
Nassau
Location
Glen Head, NY
Headquartered in Glen Head, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 725 Glen Cove Ave
- Time zone
- ET (UTC-5)
- Office locations
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