Michael Jonathan Romer
Investment adviser representative at Tsa Management Inc
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
34 yearsFirm in business
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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
11 years in the industry.
- Tsa Management IncApr 2021 to now
- Halliday Financial, LLC.Nov 2020 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5082414
- Firm CRD
- 106440