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CHELSEA ADVISORY SERVICES, INC

CRD 150791 · SEC 801-112349

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242 MAIN STREET, STATEN ISLAND, NY, 10307, United States

Phone

718-967-8400

Fax

718-967-1222

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$147.4M

Discretionary AUM

$147.0M

Team

30 total employees; 25 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals506$123.4M
High net worth individuals46$24.0M

States served

AR, CA, IL, IN, LA, MD, MA, NJ, NY, NC, OR, PA, SC, VA, MO, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD