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TB

Terry M. Birney

CHELSEA FINANCIAL SERVICES
Staten Island, NY 10307
Some features on this profile are disabled
CRD#: 1195042
TB

Professional summary

Terry Michael Birney is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Staten Island, New York.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1983. Terry has worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terry Michael Birney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 14, 2021 - Present

CHELSEA FINANCIAL SERVICES

Office #1: 242 Main Street, Staten Island, NY 10307
BD
CRD#: 47770
Staten Island, NY
Past

October 25, 2006 - January 5, 2021

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
FT. LAUDERDALE, FL
Past

October 24, 2006 - January 5, 2021

KOVACK SECURITIES INC.

BD
CRD#: 44848
West Palm Beach, FL
Past

November 21, 2005 - October 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
BOCA RATON, FL
Past

September 23, 2005 - October 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BOCA RATON, FL
Past

November 18, 2004 - August 23, 2005

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
GREENACRES, FL
Past

November 12, 2004 - August 23, 2005

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

December 14, 2000 - November 18, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENACRES, FL
Past

December 14, 2000 - November 18, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 17, 1994 - March 20, 2001

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 22, 1989 - January 21, 1994

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

February 6, 1989 - August 8, 1989

G. K. SCOTT & CO., INC.

BD
CRD#: 3305
PLAINVIEW, NY
Past

January 6, 1989 - January 30, 1989

HANIFEN, IMHOFF SECURITIES CORP.

BD
CRD#: 10620
Past

February 26, 1986 - January 18, 1989

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

October 20, 1983 - February 28, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/14/2021)
RR
New York
(3/30/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/30/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/7/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CHELSEA FINANCIAL SERVICES
CHELSEA FINANCIAL SERVICES | DBA CHELSEA FINANCIAL SERVICES | CHELSEA MORGAN SECURITIES, INC.

CRD#: 47770 / SEC#: , 8-51916

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
242 Main Street, Staten Island, NY 10307
Phone number
(718) 967-8400
Established
New York since 05/05/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PISAPIA, JOHN THOMASPRESIDENT2336216
SEBOLD, STEPHEN RAPHAELCHIEF COMPLIANCE OFFICER2453748

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHELSEA FINANCIAL SERVICES

CRD#: 47770Staten Island, NY 10307

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