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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-1992
- Office Locations
- 3
Office Locations
About TSA Management INC
Halliday Financial (TSA Management Inc.) is a family-run, independent New York advisory firm providing holistic financial planning and investment management, including retirement planning, trust & estate planning, insurance protection, and tax planning. It serves a broad mix of households—from educators and union members to retirees—with a relationship-driven, long-term approach, using ETFs, mutual funds, and fixed income; custody includes Pershing.
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Owner & Executives
RACHEL HOLSTE PINO
Chief Compliance Officer
- CRD
- #2381976
- Ownership
- 5% but less than 10%
Showing 1 of 1 owners & executives
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MICHAEL JOHN BRUNELL
Financial Advisor
- CRD
- #3131535
Michael Corwin
Financial Advisor
- CRD
- #7989385
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,424,074,901 | $344,395 |
| Non-Discretionary | $55,064,303 | $344,152 |
| Total | $1,479,139,204 | $344,386 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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