Chelsea Advisory Services, Inc.

Chelsea Advisory Services, Inc. (CRD# 150791) is a financial advisory firm headquartered in Staten Island, NY. They manage $27,656,206 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $253,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, NV

Financial Advisors at Chelsea Advisory Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Matthew R. Nugent
CRD#: 5101861
242 Main Street, Staten Island, NY 10307
96
Wealthminder
score

Matthew Nugent (CRD# 5101861) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Staten Island, NY and has over 12 years of experience in the finance industry. Matthew Nugent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David R. Lamb
CRD#: 2228764
Conyers, GA
93
Wealthminder
score

David Lamb (CRD# 2228764) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Conyers, GA and has over 20 years of experience in the finance industry.

3
Baron T. Willis
CRD#: 1161335
1931 Boulders Lane, Alpine, CA 91901
93
Wealthminder
score

Baron Willis (CRD# 1161335) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Alpine, CA and has over 21 years of experience in the finance industry.

4
Roseann Palermo
CRD#: 5518350
242 Main Street, Staten Island, NY 10307
73
Wealthminder
score

Roseann Palermo (CRD# 5518350) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Staten Island, NY and has over 9 years of experience in the finance industry.

5
John T. Pisapia
CRD#: 2336216
242 Main Street, Staten Island, NY 10307
63
Wealthminder
score

John Pisapia (CRD# 2336216) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Staten Island, NY and has over 24 years of experience in the finance industry.

6
Ryan C. Keller
CRD#: 5618662
2 Bridge Avenue, Suite 632, Red Bank, NJ 07701
41
Wealthminder
score

Ryan Keller (CRD# 5618662) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Red Bank, NJ and has over 9 years of experience in the finance industry. Ryan Keller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
George M. Warner
CRD#: 2300570
Rowlett, TX
38
Wealthminder
score

George Warner (CRD# 2300570) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Rowlett, TX and has over 25 years of experience in the finance industry.

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