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Building 2CHELSEA ADVISORY SERVICES, INC

Map pinSTATEN ISLAND, NY
Phone718-967-8400
NotebookSEC #801-112349
Total AUM
$147.4M
Employees
30
Clients
552

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
242 MAIN STREET
STATEN ISLAND
NY 10307
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
718-967-8400
Other Offices
21

ReceiptFinancials

Total AUM
$147.4M
Accounts
547
Discretionary
$147M
Accounts
523
Non-Discretionary
$359.8K
Accounts
24

ContactClients

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Individual Clients
506
AUM
$123.4M
HNW Individual Clients
46
AUM
$24M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ARCAFLILINLAMAMDMONCNJNYORPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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