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Sean Shahriar Mohammadi

TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.·GLEN HEAD, New York
Clean recordTSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
725 GLEN COVE AVE, GLEN HEAD, NY 11545CRD# 1837658Firm CRD# 106440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Shahriar Mohammadi · GLEN HEAD, NY
Registration
CRD #1837658 · TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Sean Shahriar Mohammadi is a registered financial advisor based in GLEN HEAD, New York, affiliated with TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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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)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1837658
Firm CRD# 106440
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Shahriar Mohammadi offer?
Sean Shahriar Mohammadi specializes in Investment Management, Fee-Only Advisory. Contact their office in GLEN HEAD, New York for a consultation.
What are Sean Shahriar Mohammadi's credentials?
Sean Shahriar Mohammadi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Shahriar Mohammadi located?
Sean Shahriar Mohammadi 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 Sean Shahriar Mohammadi charge for services?
Sean Shahriar Mohammadi'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.

Sarah Tucker Halliday
GLEN HEAD, NY
Denis Joseph Moynihan
GLEN HEAD, NY
Rachel Holste Pino
GLEN HEAD, NY

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