Philip J. Clesi
Professional summary
Philip John Clesi is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Staten Island, New York.
Philip is registered as a RR (Registered Representative) and started their career in finance in 1993. Philip has worked at 6 firms and has passed the Series 66, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip John Clesi's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2025 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 242 Main Street, Staten Island, NY 10307February 9, 2022 - October 2, 2025
GENERAL SECURITIES CORP
October 25, 2018 - January 2, 2019
AVANTAX ADVISORY SERVICES
October 25, 2018 - February 8, 2022
AVANTAX INVESTMENT SERVICES, INC.
November 29, 2017 - November 12, 2018
LPL FINANCIAL LLC
November 4, 2002 - December 31, 2007
NATIONAL PLANNING CORPORATION
May 25, 1993 - November 29, 2017
NATIONAL PLANNING CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
(9/25/2025)
Exams
FINRA
Current Firm
CHELSEA FINANCIAL SERVICES
CRD#: 47770 / SEC#: , 8-51916
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
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Company Information
CHELSEA FINANCIAL SERVICES
CRD#: 47770Staten Island, NY 10307TRUST BUT VERIFY
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