Sidney
Poretsky

Tfs Securities, Inc

CRD#365860
Investment Advisor
in Lincroft, NJ

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About this Advisor

Sidney Poretsky is a certified financial planner who works in Lincroft, New Jersey with 18 years of industry experience. Poretsky is an advisor for Tfs Securities, Inc. They have spent their complete career at Tfs Securities, Inc. Poretsky holds a Series 63 license, designating them as a securities broker, and is able to advise clients in Florida, Massachusetts, New Jersey, Pennsylvania, Vermont and Virginia. Tfs Securities, Inc is an advisory firm that has its headquarters in Lincroft, NJ. The firm has offices in 94 locations and a total of 164 people on staff. It oversees $1 billion in assets under management between its 5,347 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 5,347 accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a diverse range 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Tfs Securities, Inc likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

Sidney Poretsky Work History

Sidney has been registered as a financial advisor for 18 years.*

1987 - Present (37 years)

Tfs Securities, Inc

*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 Sidney Poretsky 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
Christopher Ryan
Lincroft, NJ
Brian Mulkeen
Lincroft, NJ
Kelly Vostal
Bayonne, NJ
Robert Marcickiewicz
Lincroft, NJ
Tai Chen
Lincroft, NJ
Robert Fiore
Lincroft, 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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