CV
Christopher Vetrano
CHELSEA ADVISORY SERVICES,
Staten Island, NY 10307
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CRD#: 2476447
CV
Professional summary
Christopher Vetrano is a registered financial advisor currently at CHELSEA ADVISORY SERVICES, INC located in Staten Island, New York and CHELSEA FINANCIAL SERVICES located in Staten Island, New York.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Christopher has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
LIFE INSURANCE. NATIONAL LIFE GROUP & INNOVATIVE UNDERWRITERS. 3-5 HOURS PER MONTH - NOT DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Vetrano's 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®
NoneExperience
Current
February 15, 2019 - Present
CHELSEA ADVISORY SERVICES, INC
Office #1: 242 Main Street, Staten Island, NY 10307RIA
CRD#: 150791
Staten Island, NY
Current
March 26, 2007 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 242 Main Street, Staten Island, NY 10307Office #2: 242 Main Street, Staten Island, NY 10307BD
CRD#: 47770
Staten Island, NY
Past
April 17, 2003 - April 4, 2007
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
May 17, 2002 - October 30, 2002
GILFORD SECURITIES INCORPORATED
BD
CRD#: 8076
NEW YORK, NY
Past
December 11, 2001 - May 22, 2002
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
PHILADELPHIA, PA
Past
May 2, 1997 - November 1, 2001
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Past
May 26, 1994 - May 13, 1997
FINANCIAL SQUARE PARTNERS
BD
CRD#: 1541
NEW YORK, NY
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
Alabama(4/13/2018)
RR
Arizona(6/21/2013)
RR
Arkansas(8/14/2013)
RR
California(3/26/2007)
RR
Colorado(5/29/2013)
RR
Connecticut(7/13/2017)
RR
District of Columbia(7/9/2019)
RR
Florida(6/21/2013)
RR
Georgia(5/4/2017)
RR
Indiana(8/14/2017)
RR
Iowa(8/14/2013)
RR
Kansas(8/22/2017)
RR
Kentucky(5/12/2017)
RR
Louisiana(2/12/2018)
RR
Maryland(4/13/2018)
RR
Massachusetts(1/11/2019)
RR
Michigan(8/14/2017)
RR
Minnesota(7/11/2018)
RR
Missouri(1/19/2018)
RR
Nebraska(1/19/2018)
RR
Nevada(11/8/2017)
RR
New Jersey(3/26/2007)
IAR
New Jersey(2/15/2019)
RR
New Mexico(1/11/2019)
RR
New York(3/26/2007)
IAR
New York(12/2/2021)
RR
North Carolina(8/24/2017)
RR
Ohio(1/15/2008)
RR
Oregon(8/14/2013)
RR
Pennsylvania(3/26/2007)
IAR
Pennsylvania(3/11/2022)
RR
South Carolina(1/19/2018)
RR
South Dakota(2/23/2012)
RR
Tennessee(10/3/2023)
RR
Texas(8/22/2017)
RR
Utah(3/8/2012)
RR
Virginia(6/12/2013)
RR
Washington(7/13/2017)
RR
Wisconsin(5/22/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 536 |
| AUM (Assets Under Management) | $ 126,883,334 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791Staten Island, NY 10307TRUST BUT VERIFY
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