Clifton Park, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tsa Management Inc
Multi-team
Firm-wide stats for Tsa Management Inc
About
TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a broad mix of clients — including individuals, high‑net‑worth clients, retirement plans, foundations and other institutions — managing approximately $1.479 billion for about 2,566 clients as of 12/31/2025. Services described in the brochure include discretionary and non‑discretionary portfolio management, separately managed accounts, wrap and sub‑advisory programs and custody arrangements through third‑party custodians such as Pershing.
The firm constructs client portfolios using model allocations (STAR, NSF, AMF, CUNY) and emphasizes asset allocation, tax‑aware security selection, and quarterly rebalancing; its equity selections favor larger, dividend‑paying names alongside ETFs and fixed income. TSA combines in‑house management with third‑party managers (including Lockwood and Marstone platforms), and may implement margin or option strategies only with client approval.
Compared with many multi‑team advisers, TSA serves a large client base through a relatively compact adviser team — roughly 2,566 clients across 31 advisors — and manages most assets on a discretionary basis, indicating a higher client load per advisor than is typical for peers. The firm is affiliated with Halliday Financial Group and an affiliated broker‑dealer, offers access to illiquid direct participation investments with documented suitability standards, and does not describe standalone financial planning services in its brochure.
Based on Tsa Management Inc
Expertise
Based on Tsa Management Inc
Location
4 Executive Park Drive
Clifton Park NY 12065
Advisors at this office
3
Advisors at this office
Christine M
Series 63, Series 66
Clifton Park, NY
Tsa Management Inc
Christine Malmborg is a financial advisor with TSA Management Inc. holding Series 63 and Series 66 licenses and has 17 years of industry experience. She has been with Halliday Financial Group since 2008. Outside of her advisory role, she works as a product representative at auto shows for Explorer Von Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion across about 2,566 clients, combining in-house management with third-party managers and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.
Jessica P
Series 66
Clifton Park, NY
Tsa Management Inc
Jessica Preville is a Series 66-licensed financial advisor with TSA Management Inc. in Clifton Park, NY, with seven years of industry experience. She has worked at Halliday Financial since 2019 and previously at Northwestern Mutual. Outside of finance, she is employed as a waitress at the Desmond Hotel and Conference Center. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, managing approximately $1.479 billion for over 2,500 clients. The firm utilizes model allocations and combines in-house management with third-party managers, focusing on asset allocation, tax-aware security selection, and quarterly rebalancing.
Joseph M
Series 66
Clifton Park, NY
Tsa Management Inc
Joseph Mc Donald is a financial advisor at TSA Management Inc with one year of industry experience. He holds a Series 66 designation and previously worked at Halliday Financial, LLC. Outside of his advisory role, he teaches three doctorate-level online classes annually at Northeastern University. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, managing a broad mix of securities through discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and tax-aware portfolio construction.
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