AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Denis Joseph Moynihan

TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.·GLEN HEAD, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredTSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
725 GLEN COVE AVE, GLEN HEAD, NY 11545CRD# 1403476Firm CRD# 106440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Denis Joseph Moynihan · GLEN HEAD, NY
Registration
CRD #1403476 · TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

TSA MANAGEMENT INC
Jan 2020 – present
TSA MANAGEMENT INC
Jan 2017 – Dec 2019
GLEN HEAD, NY
TSA MANAGEMENT INC
Feb 2003 – Dec 2016
GLEN HEAD, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · February 17, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
CRD 106440 · SEC 801-41423
AUM
$1.1B
Regulatory assets under management
Employees
32
3,770 client accounts
Services offered by TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. →
Introduction

Speak with Denis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Denis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLEN HEAD?

Browse all registered financial advisors in GLEN HEAD, New York or claim this profile if it's yours.

Browse GLEN HEAD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Denis Joseph Moynihan offer?
Denis Joseph Moynihan specializes in Investment Management, Fee-Only Advisory. Contact their office in GLEN HEAD, New York for a consultation.
What are Denis Joseph Moynihan's credentials?
Denis Joseph Moynihan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denis Joseph Moynihan located?
Denis Joseph Moynihan is based in GLEN HEAD, New York, working with TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.. Their office serves clients in the GLEN HEAD metropolitan area and surrounding communities.
How does Denis Joseph Moynihan charge for services?
Denis Joseph Moynihan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.?
TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. has approximately 32 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

Sean Shahriar Mohammadi
GLEN HEAD, NY
Rachel Holste Pino
GLEN HEAD, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile