CM
CM

Christine Elizabeth Malmborg

16 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

4 Executive Park Drive, 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

Christine works as a product representative at auto shows for Explorer Von Company, earning a flat fee plus commission on sales. This non-investment related activity takes minimal time annually.

Employment History
Current Registrations
Tsa Management INC
January 2020 - Present · 6 yrs 1 mo
Halliday Financial, LLC
September 2009 - Present · 16 yrs 5 mos
Halliday Financial, LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Tsa Management INC
July 2018 - December 2019 · 1 yr 5 mos
State Registrations15 states
CACOFLGAILMAMENCNHNJNYORRITXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christine Elizabeth Malmborg - Financial Advisor | TrueAdvisor