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 21 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 25 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 28 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 30 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 23 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 19 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 23 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 1 year 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.

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