Christopher
Truncellito

Tsa Management Inc

CRD#7419683
Investment Advisor
in Glen Head, NY

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About this Advisor

Christopher Truncellito is a financial advisor based out of Glen Head, New York with a total of 1 year of relevant experience. Truncellito is an employee of Tsa Management Inc. Throughout their career, they have worked at Full Time Student, Suny Oneonta Full Time Student and Halliday Financial, LLC. Truncellito holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Tsa Management Inc is a firm headquartered in Glen Head, NY. It has a total of 40 advisors. It handles $977 million in total assets across its 2,717 accounts, placing it among the larger firms in the United States by assets under management. Of its 2,717 accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Tsa Management Inc provides portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the type of services provided. However, fees billed by Tsa Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

725 Glen Cove Avenue
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

Christopher Truncellito Work History

Christopher has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Halliday Financial, LLC

2017 - 2021 (4 years)

Suny Oneonta Full Time Student

2009 - 2017 (8 years)

Full Time Student

*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 Christopher Truncellito 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
Reese Hughes
Glen Head, NY
Joseph Tedeschi
Glen Head, NY
Nicholas Stark
Clifton Park, 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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