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Chelsea Advisory Services, Inc.

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Total assets under management

$126,883,334

Total clients

538

4% high-net worth

Total advisors

22

of 22 employees

Firm size

Multi Team

Average clients per advisor

24

Average account size

$235,843

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fees may be fixed rates negotiated with clients

Percentage

Up to 2.0% annually, negotiable on a client-by-client basis

Project-based

Up to $600 per hour for financial planning services

Other

Account minimum: $25,000 (may be waived in some cases) Fee-only: Advisory fees up to a maximum of 2.0% annually, negotiable; financial planning fees negotiated on a case-by-case basis

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Chelsea Advisory Services, Inc.

242 Main Street

Staten Island NY 10307, United States

Number of offices

22

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 718-967-8400

Advisors at this firm

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Steven M

ChFC®, Series 63

Staten Island, NY

Chelsea Advisory Services, Inc.
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James S

Series 65

Lake Charles, LA

Chelsea Advisory Services, Inc.
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Russell L

Series 63, Series 65

Orland Park, IL

Chelsea Advisory Services, Inc.
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Nicholas I

Series 63, Series 65

Staten Island, NY

Chelsea Advisory Services, Inc.
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Christopher V

Series 63, Series 65

Staten Island, NY

Chelsea Advisory Services, Inc.
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Roseann P

Series 63, Series 65

Staten Island, NY

Chelsea Advisory Services, Inc.
user avatar

Paul B

Series 63, Series 65, Series 66

Lady Lake, FL

Chelsea Advisory Services, Inc.
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Ryan K

CFP®, Series 66

Red Bank, NJ

Chelsea Advisory Services, Inc.
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Ori P

Series 63

Great Neck, NY

Chelsea Advisory Services, Inc.
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Andrew C

CFP®, Series 66

Staten Island, NY

Chelsea Advisory Services, Inc.
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Daniel O

CFP®, Series 63

Jamestown, NY

Chelsea Advisory Services, Inc.
user avatar

Stephen S

Series 63, Series 65

Staten Island, NY

Chelsea Advisory Services, Inc.
user avatar

Stephen S

Series 63, Series 65

Staten Island, NY

Chelsea Advisory Services, Inc.
user avatar

Odalis L

Series 65

Miami, FL

Chelsea Advisory Services, Inc.
user avatar

John P

Series 63, Series 65

Staten Island, NY

Chelsea Advisory Services, Inc.
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