Tatiana
Tsoir

Broadstreet Global Advisors, Inc

CRD#7331708
Investment Advisor
in Mount Kisco, NY

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About this Advisor

Tatiana Tsoir is a financial advisor based in Mount Kisco, New York, working with Broadstreet Global Advisors, Inc. Tatiana has previously held positions at Linza Advisors Inc, Linza Corporation, Financial Gravity Family Office Services, LLC, Tlg Advisors Inc, and Broadstreet Global Advisors, Inc. Tatiana has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Tatiana is part of Broadstreet Global Advisors, Inc, which operates out of Mount Kisco, New York. The firm has 2 offices and 4 employees. The firm manages assets totaling $102.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Broadstreet Global Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mount Kisco, NY

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Broadstreet Global Advisors, Inc Brokerage Details

Total Assets Under Management

$102,684,067

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

4

NY Average: 88
Total Number of Accounts

357

NY Average: 3,892
Average Account Size

$287,630

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Tatiana Tsoir Work History

2024 - Present (0 year)

Tlg Advisors Inc

2024 - Present (0 year)

Broadstreet Global Advisors, Inc

2015 - Present (9 years)

Linza Advisors Inc

2021 - 2023 (2 years)

Financial Gravity Family Office Services, LLC

2009 - 2015 (6 years)

Linza Corporation

Disclosures

Please visit the SEC profile of Tatiana Tsoir 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 Broadstreet Global Advisors, Inc

Nicholas Mancini
Somers, NY
Paul Pizzuti
Somers, NY
Debinder Deshmukh
Somers, NY
Tatiana Tsoir
Mount Kisco, NY
Mark Reinstein
Greenville, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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