Sandy Joel Siff
Investment adviser representative at Tsa Management Inc
39 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
39 years in the industry.
- Tsa Management IncApr 2021 to now
- Hrc Services, Inc.May 1993 to now
- Hrc Financial ServicesSep 1987 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (NY).
Tsa Management Inc
Legal name: Tsa Portfolio Management, Inc. Fka Tsa Management Inc.
$1.5BAssets managed
2,566Clients
30Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1443029
- Firm CRD
- 106440