Michael
Vassey

Tfs Securities, Inc

CRD#2605280
Investment Advisor
in Lincroft, NJ

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About this Advisor

Michael Vassey is a financial advisor based out of Lincroft, New Jersey who has 7 years of relevant experience. Vassey is on the advisory team at Tfs Securities, Inc. During their career, the advisor has held roles at Michael D Vassey Insurance Agency, Pts Brokerage, LLC, Stanton Chapel Insurance Associates and Tfs Securities Inc. Vassey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, Ohio and Pennsylvania. Tfs Securities, Inc is a financial advisory firm that has its headquarters in Lincroft, NJ. The firm has offices in 94 locations and a total of 164 financial advisors. It controls $1 billion in total assets among its 5,347 accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 5,347 client accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of services offered. However, fees charged by Tfs Securities, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

437 Newman Springs Road
Lincroft, NJ 07738

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Tfs Securities, Inc Brokerage Details

Total Assets Under Management

$1,292,174,401

NJ Average: $10,121,009,343
Total Number of Employees

164

NJ Average: 92
Total Number of Accounts

5,347

NJ Average: 6,978
Average Account Size

$241,663

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Vassey Work History

Michael has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Tfs Securities Inc

2010 - Present (14 years)

Stanton Chapel Insurance Associates

2004 - Present (20 years)

Pts Brokerage, LLC

1985 - Present (39 years)

Michael D Vassey Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Vassey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tfs Advisory Services

Daniel Mulroe
Bayonne, NJ
Harold Klumbach
Lincroft, NJ
Kelly Vostal
Bayonne, NJ
Christopher Ryan
Lincroft, NJ
Jim Poncha
Holliswood, NY
John Scialabba
Lincroft, NJ
Daniel Barsnica
Lincroft, NJ
Zachary Burd
Blackwood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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