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JH

Joseph M. Hill

Some features on this profile are disabled
CRD#: 2447599
JH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph M Hill was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1994. Joseph had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 17, 2020 - February 12, 2026

TSA MANAGEMENT INC

RIA
CRD#: 106440
Clifton Park Dr, NY
Past

May 17, 2017 - December 31, 2019

TSA MANAGEMENT INC

RIA
CRD#: 106440
Clifton Park, NY
Past

November 3, 2009 - February 12, 2026

HALLIDAY FINANCIAL, LLC

BD
CRD#: 31741
Clifton Park, NY
Past

September 6, 2007 - October 8, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CLIFTON PARK, NY
Past

February 3, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 3, 1999 - October 8, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CLIFTON PARK, NY
Past

February 14, 1994 - February 3, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 14, 1994 - February 3, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TM
TSA MANAGEMENT INC
TSA MANAGEMENT INC | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

CRD#: 106440 / SEC#: 801-41423

RIA
Registered Investment Advisory firm - (5/7/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/1994
General Securities Representative Examination

Current Firm

TM
TSA MANAGEMENT INC
TSA MANAGEMENT INC | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

CRD#: 106440 / SEC#: 801-41423

RIA
Registered Investment Advisory firm - (5/7/1992 Approved)
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Contact information

Main Address
725 Glen Cove Ave, Glen Head, NY 11545
Mailing Address
Phone number
(516) 676-3332
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TSA PORTFOLIO MANAGEMENT INC -ADV - 3-31-25 (3/21/2025)

Regulatory assets under management

Total Number of Accounts4,064
AUM (Assets Under Management)$ 1,284,683,018

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/27/2023
Cover Page
Report
09/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TSA MANAGEMENT INC

CRD#: 106440

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