Chelsea Advisory Services, Inc.

Chelsea Advisory Services, Inc. (CRD# 150791) is a financial advisory firm headquartered in Staten Island, NY. They manage $938,741 in 8 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $117,343
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

GA, NJ, NY

Financial Advisors at Chelsea Advisory Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
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 19 years of experience in the finance industry.

2
Matthew R. Nugent
CRD#: 5101861
45 Page Avenue, Staten Island, NY 10307
93
Wealthminder
score

Matthew Nugent (CRD# 5101861) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Staten Island, NY and has over 11 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.

3
Roseann Palermo
CRD#: 5518350
45 Page Avenue, Staten Island, NY 10309
90
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.

4
John T. Pisapia
CRD#: 2336216
242 Main Street, Staten Island, NY 10307
90
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.

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