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Rachel Holste Pino

TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.·GLEN HEAD, New York
SIE, Series 6, Series 7, Series 14, Series 24, Series 26, Series 27, Series 63, Series 65, Series 99TOClean record32 years registeredTSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
725 GLEN COVE AVE, GLEN HEAD, NY 11545CRD# 2381976Firm CRD# 106440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Holste Pino · GLEN HEAD, NY
Registration
CRD #2381976 · TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

TSA MANAGEMENT INC
Jan 2020 – present
HALLIDAY FINANCIAL, LLC
Aug 1993 – present
TSA MANAGEMENT INC
Jan 2017 – Dec 2019
GLEN HEAD, NY
TSA MANAGEMENT INC
Jun 2007 – Dec 2016
GLEN HEAD, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 26
Series 27
Series 63
Series 65
Series 99TO
Registration record
First registered · August 18, 1993
Years registered · 32
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

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05

Frequently Asked Questions

What services does Rachel Holste Pino offer?
Rachel Holste Pino specializes in Investment Management, Fee-Only Advisory. Contact their office in GLEN HEAD, New York for a consultation.
What are Rachel Holste Pino's credentials?
Rachel Holste Pino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Holste Pino located?
Rachel Holste Pino 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 Rachel Holste Pino charge for services?
Rachel Holste Pino'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.
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Other Advisors at TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

Sean Shahriar Mohammadi
GLEN HEAD, NY
Denis Joseph Moynihan
GLEN HEAD, NY

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