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SB

Scott M. Bresky

CHELSEA ADVISORY SERVICES,
Staten Island, NJ 07733
Some features on this profile are disabled
CRD#: 1427534
SB

Professional summary


Scott Martin Bresky, who also goes by Scott Martin Bresky, Scott Bresky, is a registered financial advisor currently at CHELSEA ADVISORY SERVICES, INC located in Staten Island, New Jersey and CHELSEA FINANCIAL SERVICES located in Staten Island, New York.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Scott has worked at 21 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Martin Bresky | Scott Bresky

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.
ALTERNATIVE WEALTH GROUP, INC - INVESTMENT RELATED - 101 CRAFRORDS CORNER ROAD SUITE 4116, HOLMDEL, NJ 07733 - FINANCIAL SERVICES, FINANCIAL PLANNING; SELF EMPLOYED INSURANCE AGENT - SAME ADDRESS - NOT INVESTMENT RELATED - SELL FIXED INSURANCE PRODUCTS; ELITE REALTOR OF NEW JERSEY - NOT INVESTMENT RELATED - SAME ADDRESS - SALES ASSOCIATE SELLING MOSTLY COMMERICAL REAL ESTATE; AWG REAL ESTATE ADVISORS & AWG 1031 ADVISORS - REAL ESTATE - SAME ADDRESS - COMMERCIAL REAL ESTATE SALES; AWG CONSULTANTS - INVESTMENT RELATED - SAME ADDRESS - HELP SMALL BUSINESS OWNERS IDENTIFY SAVINGS & GROWTH OPPORTUNITIES; CHELSEA ADVISORY SERVICES - INVESTMENT RELATED - SAME ADDRESS - INVESTMENT ADVISOR REP;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott Martin Bresky'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

April 17, 2023 - Present

CHELSEA ADVISORY SERVICES, INC

Office #1: 101 Crawfords Corner Road Suite 4116, Staten Island, NJ 07733
RIA
CRD#: 150791
Staten Island, NJ
Current

April 17, 2023 - Present

CHELSEA FINANCIAL SERVICES

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

July 1, 2019 - April 25, 2023

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
HOLMDEL, NJ
Past

July 1, 2019 - April 25, 2023

SCF SECURITIES, INC.

BD
CRD#: 47275
HOLMDEL, NJ
Past

January 2, 2013 - July 2, 2019

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
ROSELAND, NJ
Past

January 2, 2013 - July 2, 2019

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
ROSELAND, NJ
Past

August 17, 2011 - December 31, 2012

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
RANDOLPH, NJ
Past

August 17, 2011 - December 31, 2012

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
RANDOLPH, NJ
Past

February 25, 2011 - August 16, 2011

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
RED BANK, NJ
Past

February 25, 2011 - August 16, 2011

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
RED BANK, NJ
Past

July 20, 2007 - March 1, 2011

FINANCIAL PLANNING ASSOCIATES,INC.

RIA
CRD#: 112357
PLEASANTVILLE, NY
Past

March 27, 2006 - December 11, 2006

JAMES C. GAUL & ASSOCIATES

RIA
CRD#: 113871
ROSELAND, NJ
Past

June 30, 2005 - February 24, 2011

ALTERNATIVE WEALTH STRATEGIES, INC.

BD
CRD#: 130933
ROSELAND, NJ
Past

January 7, 2004 - April 26, 2004

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

December 3, 1999 - September 4, 2002

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

September 18, 1996 - December 3, 1999

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

August 1, 1994 - September 18, 1996

CHEMICAL INVESTMENT SERVICES CORP.

BD
CRD#: 36312
Past

May 5, 1993 - August 1, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

September 12, 1992 - May 7, 1993

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

October 23, 1990 - September 21, 1992

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

July 27, 1989 - October 29, 1990

G - W BROKERAGE GROUP, INC.

BD
CRD#: 22691
BEVERLY, NJ
Past

November 18, 1985 - May 27, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CHELSEA ADVISORY SERVICES, INC
CHELSEA ADVISORY SERVICES, INC

CRD#: 150791 / SEC#: 801-112349

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
California
Registered Investment Advisory firm - (2/23/2018 Terminated)
Connecticut
Registered Investment Advisory firm - (1/25/2018 Terminated)
Georgia
Registered Investment Advisory firm - (3/29/2018 Terminated)
Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)
New Jersey
Registered Investment Advisory firm - (2/6/2018 Terminated)
New York
Registered Investment Advisory firm - (1/24/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (1/25/2018 Terminated)
South Carolina
Registered Investment Advisory firm - (1/24/2018 Terminated)
Texas
Registered Investment Advisory firm - (1/24/2018 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
California
(4/17/2023)
RR
Florida
(4/17/2023)
RR
New Jersey
(4/17/2023)
IAR
New Jersey
(4/17/2023)
RR
Ohio
(4/17/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CA
CHELSEA ADVISORY SERVICES, INC
CHELSEA ADVISORY SERVICES, INC

CRD#: 150791 / SEC#: 801-112349

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
California
Registered Investment Advisory firm - (2/23/2018 Terminated)
Connecticut
Registered Investment Advisory firm - (1/25/2018 Terminated)
Georgia
Registered Investment Advisory firm - (3/29/2018 Terminated)
Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)
New Jersey
Registered Investment Advisory firm - (2/6/2018 Terminated)
New York
Registered Investment Advisory firm - (1/24/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (1/25/2018 Terminated)
South Carolina
Registered Investment Advisory firm - (1/24/2018 Terminated)
Texas
Registered Investment Advisory firm - (1/24/2018 Terminated)
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Contact information


Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
Phone number
(718) 967-8400
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (17 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHELSEA ADVISORY ADV 2A - FEBRUARY 2025 (2/9/2025)

Regulatory assets under management


Total Number of Accounts536
AUM (Assets Under Management)$ 126,883,334

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 ADVISORY SERVICES, INC

CRD#: 150791Staten Island, NJ 07733

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