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TSA MANAGEMENT INC

GLEN HEAD, NY · CRD 106440 · IAPD ↗ · hallidayfinancial.com · 516-676-3332

$1.48BRegulatory AUM
5Advisory reps
32Employees
0Clients
0Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — TSA MANAGEMENT INC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — TSA MANAGEMENT INC crossed $1B in regulatory AUM ($976.7M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.