CHELSEA ADVISORY SERVICES, INC

242 Main Street
Staten Island, New York 10307
Tel: 718-967-8400

About CHELSEA ADVISORY SERVICES, INC

CHELSEA ADVISORY SERVICES, INC, formally registered with the SEC as CHELSEA ADVISORY SERVICES, INC. The firm was established in 01/19/2018. They have over 22 offices throughout the country.

CHELSEA ADVISORY SERVICES, INC is a Staten Island, New York based Financial Planning firm with nearly $126,883,334 assets under management, offering retirement planning & investment advisory services to 536 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150791
SEC#	801-112349
Assets Managed by Firm	$126,883,334
No. of Clients	536
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	536	$126,883,334
Individuals (other than high net worth individuals)	517	$86,261,610
High net worth individuals	21	$40,621,724

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