Tsa Management Inc.

Tsa Management Inc. (CRD# 106440) is a financial advisory firm headquartered in Glen Head, NY. They manage $218,868,562 in 747 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $292,997
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MD, NC, NJ, NY, PA, TX

Financial Advisors at Tsa Management Inc.
Showing 1 - 8 of 8 top financial advisors.
1
David R. Fink
CRD#: 2392636
1990 Main St, #750, Sarasota, FL 34236
96
Wealthminder
score

David Fink (CRD# 2392636) is an Investment Advisor Representative working at Tsa Management Inc. in Sarasota, FL and has over 22 years of experience in the finance industry. David Fink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Dimaggio
CRD#: 2123589
725 Glen Cove Ave, Glen Head, NY 11545
93
Wealthminder
score

Richard Dimaggio (CRD# 2123589) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 26 years of experience in the finance industry.

3
Sean S. Mohammadi
CRD#: 1837658
725 Glen Cove, Glen Head, NY 11704
93
Wealthminder
score

Sean Mohammadi (CRD# 1837658) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 29 years of experience in the finance industry.

4
Denis J. Moynihan
CRD#: 1403476
725 Glen Cove Avenue, Glen Head, NY 11545
93
Wealthminder
score

Denis Moynihan (CRD# 1403476) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 31 years of experience in the finance industry.

5
Susan L. Phillips
CRD#: 2293385
725 Glen Cove Ave, Glen Head, NY 11545
93
Wealthminder
score

Susan Phillips (CRD# 2293385) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 24 years of experience in the finance industry.

6
James J. Pino
CRD#: 1842604
725 Glen Cove Ave, Glen Head, NY 11545
93
Wealthminder
score

James Pino (CRD# 1842604) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 20 years of experience in the finance industry.

7
Rachel H. Pino
CRD#: 2381976
725 Glen Cove Ave, Glen Head, NY 11545
93
Wealthminder
score

Rachel Pino (CRD# 2381976) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 24 years of experience in the finance industry.

8
Gary W. Lofgren
CRD#: 1006352
725 Glen Cove Avenue, Glen Head, NY 11545
91
Wealthminder
score

Gary Lofgren (CRD# 1006352) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 2 years of experience in the finance industry. Gary Lofgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.