Michael
Stanton

Tsa Management Inc

CRD#6666692
Investment Advisor
in Clifton Park, NY

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About this Advisor

Michael Stanton is a financial advisor working out of Clifton Park, New York with a total of 2 years of industry experience. Stanton is an advisor for Tsa Management Inc. Throughout their career, Stanton has worked at Msi Financial Services, Inc, Bistro Crossing, LLC, Wow Restaurants, Inc, Mml Investors Services, LLC and Halliday Financial, LLC. Stanton maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New York. Tsa Management Inc is a financial advisory company operating out of Glen Head, NY. The firm has a total of 40 people on staff. It manages $977 million in total assets among its 2,717 customer accounts, placing it among the larger firms in the country by assets under management. Of its 2,717 client accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets. Tsa Management Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which service is provided. However, fee types billed by Tsa Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Michael Stanton Work History

Michael has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Halliday Financial, LLC

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Msi Financial Services, Inc

2014 - 2016 (2 years)

Bistro Crossing, LLC

2011 - 2014 (3 years)

Wow Restaurants, 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 Michael Stanton 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

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