Nicholas
Stark

Tsa Management Inc

CRD#5909482
Investment Advisor
in Clifton Park, NY

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About this Advisor

Nicholas Stark is a financial advisor based out of Clifton Park, New York, with a total of 2 years of relevant experience. Stark is an advisor for Tsa Management Inc. Throughout their career, they have worked at Metlife Securities, Inc, Mml Investors Services, LLC and Halliday Financial, LLC. Stark maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Tsa Management Inc is a financial advisory company operating out of Glen Head, NY. The firm has a total of 40 financial advisors. It oversees $977 million in total assets among its 2,717 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,717 accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets available to invest. Tsa Management Inc provides portfolio management for individuals and small businesses. Financial management fee schedules depend on which services are provided. Fees charged 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

Nicholas Stark Work History

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

2017 - Present (7 years)

Halliday Financial, LLC

2016 - 2017 (1 year)

Mml Investors Services, LLC

2011 - 2016 (5 years)

Metlife 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 Nicholas Stark 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
Paul Mohammadi
Glen Head, NY
Michael Romer
Glen Head, NY
Joseph Tedeschi
Glen Head, NY
Reese Hughes
Glen Head, NY
Frank Finch
Glen Head, NY
Michael Stanton
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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