Trusted Securities Advisors Corp. is a large advisory firm based in New York. It manages $63.3 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 35 other states.
Trusted Securities Advisors Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trusted Securities Advisors Corp. is $63.3 million. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trusted Securities Advisors Corp. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip Paul Dambrisi has been acting as President since 1 Aug 1998. Michael James Jorgensen joined the executive team most recently as the Chief Operating Officer.
The principal office where Trusted Securities Advisors Corp. performs its advisory services is located at 1740 Broadway, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 917-206-3365 or by fax 212-708-2901. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.trustedadvisors.com.