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Joseph M Mcdonald

Investment adviser representative at Tsa Management Inc
10 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

10 years in the industry.

  1. Tsa Management IncNov 2024 to now
  2. Halliday Financial, LLC.Jun 2024 to now
  3. Maria CollegeMar 2018 to Jun 2024
  4. Clarkson UniversityJan 2016 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7946727
Firm CRD
106440
Advisor's SEC record (opens in a new tab)
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