Paul Mohammadi
Investment adviser representative at Tsa Management Inc
14 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
14 years in the industry.
- Tsa Management IncApr 2021 to now
- Self EmployesJun 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
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
- 6193251
- Firm CRD
- 106440