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Christopher Vincent Truncellito

Investment adviser representative at Tsa Management Inc
17 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

17 years in the industry.

  1. Tsa Management IncJun 2022 to now
  2. Halliday Financial, LLCJul 2021 to now
  3. Suny Oneonta Full Time StudentAug 2017 to May 2021
  4. Full Time StudentSep 2009 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7419683
Firm CRD
106440
Advisor's SEC record (opens in a new tab)
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