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Sarah Tucker Halliday

TSA MANAGEMENT INC·GLEN HEAD, New York
Clean recordTSA MANAGEMENT INC
725 GLEN COVE AVE, GLEN HEAD, NY 11545CRD# 4326329Firm CRD# 106440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Tucker Halliday · GLEN HEAD, NY
Registration
CRD #4326329 · TSA MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sarah Tucker Halliday is a registered financial advisor based in GLEN HEAD, New York, affiliated with TSA MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
TSA MANAGEMENT INC
AUM
$1.1B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4326329
Firm CRD# 106440
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Tucker Halliday offer?
Sarah Tucker Halliday specializes in Investment Management, Fee-Only Advisory. Contact their office in GLEN HEAD, New York for a consultation.
What are Sarah Tucker Halliday's credentials?
Sarah Tucker Halliday is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Tucker Halliday located?
Sarah Tucker Halliday is based in GLEN HEAD, New York, working with TSA MANAGEMENT INC. Their office serves clients in the GLEN HEAD metropolitan area and surrounding communities.
How does Sarah Tucker Halliday charge for services?
Sarah Tucker Halliday'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 MANAGEMENT INC?
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 MANAGEMENT INC

Sean Shahriar Mohammadi
GLEN HEAD, NY
Denis Joseph Moynihan
GLEN HEAD, NY
Rachel Holste Pino
GLEN HEAD, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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