Unclaimed Profile

Sean Shahriar Mohammadi

TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.·GLEN HEAD, New York

SIE, Series 7, Series 24, Series 63, Series 65Clean record30 years registeredTSA 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. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

TSA MANAGEMENT INC

Jan 2020 – Apr 2025

GLEN HEAD, NY

TSA MANAGEMENT INC

Jan 2017 – Dec 2019

GLEN HEAD, NY

TSA MANAGEMENT INC

Jul 1996 – Dec 2016

GLEN HEAD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 26, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

CRD 106440 · SEC 801-41423

AUM

$1.1B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Sean Shahriar Mohammadi offer?

Sean Shahriar Mohammadi specializes in Investment Management, Fee-Only Advisory.

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, last registered with TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC..

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.

Denis Joseph Moynihan

GLEN HEAD, NY

Rachel Holste Pino

GLEN HEAD, NY

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

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