Sandy
Siff

Tsa Management Inc

CRD#1443029
Investment Advisor
in Glen Head, NY

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About this Advisor

Sandy Siff is a certified financial planner who works out of Glen Head, New York with a total of 3 years of industry experience. Siff is an employee of Tsa Management Inc. Over the course of their career, they have held roles at Hrc Financial Services and Hrc Services, Inc. Siff has a Series 63 license, certifying them as a securities representative, and is able to serve investors in New Jersey and New York. Tsa Management Inc is an advisory firm that has its headquarters in Glen Head, NY. It has a total of 40 financial advisors. It oversees $977 million in total assets across its 2,717 client accounts, making it one of the larger firms in the country by assets under management. Of its 2,717 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides portfolio management for individuals and small businesses. Financial advisory fees typically are based on the type of financial services provided. However, fee types billed by Tsa Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

725 Glen Cove Ave
Glen Head, NY 11545

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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

Sandy Siff Work History

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

1993 - Present (31 years)

Hrc Services, Inc

1987 - Present (37 years)

Hrc Financial Services

*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 Sandy Siff 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
Paul Mohammadi
Glen Head, NY
Joseph Tedeschi
Glen Head, NY
Reese Hughes
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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