Christine
Malmborg

Tsa Management Inc

CRD#5708309
Investment Advisor
in Clifton Park, NY

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About this Advisor

Christine Malmborg is a financial advisor operating in Clifton Park, New York with 3 years of industry experience. Malmborg is an employee of Tsa Management Inc. They have spent their complete time as a financial advisor at Tsa Management Inc. Malmborg has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in New Jersey and New York. Tsa Management Inc is a company based in Glen Head, NY. The firm has a total of 40 employees. It administers $977 million in total assets between its 2,717 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,717 customer accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which service is offered. Fees billed by Tsa Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4 Executive Park Drive
Clifton Park, NY 12065

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Tsa Management Inc Brokerage Details

Total Assets Under Management

$976,688,617

NY Average: $7,464,549,021
Total Number of Employees

40

NY Average: 88
Total Number of Accounts

2,717

NY Average: 3,892
Average Account Size

$359,473

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Christine Malmborg Work History

Christine has been registered as a financial advisor for 3 years.*

2008 - Present (16 years)

Halliday Financial Group

*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 Christine Malmborg 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 Tsa Management Inc

Enri Dama
Glen Head, NY
Jessica Wilson
Clifton Park, NY
Reese Hughes
Glen Head, NY
Michael Romer
Glen Head, NY
Joseph Tedeschi
Glen Head, NY
Paul Mohammadi
Glen Head, NY
Nicholas Stark
Clifton Park, NY
Frank Finch
Glen Head, NY

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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