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Howard Victor Kibrick

Tsa Management INC
28 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Tsa Management INC
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

4 Executive Park Dr, Suite 101, Clifton Park, NY, 12065

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Howard is the Advocacy Chair for the Financial Planning Association, spending minimal time on this investment-related activity. He is also the President of the NENY FPA Chapter, Endowment Chair for Sidney Albert JCC of Albany, and Assistant Treasurer of SAJCC.

Employment History
Current Registrations
Tsa Management INC
January 2020 - Present · 6 yrs 1 mo
Halliday Financial, LLCBroker
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
Tsa Management INC
June 2017 - December 2019 · 2 yrs 6 mos
Uvest Financial Services Group, INC.Broker
January 2005 - June 2007 · 2 yrs 5 mos
Essex National Securities, INC.Broker
August 2002 - February 2005 · 2 yrs 6 mos
Troy Financial Investment Services Group, INC.Broker
July 2001 - June 2002 · 11 mos
Linsco/private Ledger CORP.Broker
March 1999 - June 2001 · 2 yrs 3 mos
Liberty Securities CorporationBroker
May 1998 - April 1999 · 11 mos
Waddell & Reed, INC.Broker
October 1996 - May 1998 · 1 yr 7 mos
State Registrations17 states
CACOCTDEILMAMDNCNJNMNYOHPARISCVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.