AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Marc L. Singer

Some features on this profile are disabled
CRD#: 2588385
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Lawrence Singer, CLU® was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1995. Marc had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CLU®

Experience


Past

June 28, 2024 - September 15, 2025

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
STATEN ISLAND, NY
Past

February 28, 2019 - June 7, 2024

EQUITY SERVICES, INC.

BD
CRD#: 265
PLAINVIEW, NY
Past

March 31, 2016 - March 2, 2017

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
NEW YORK, NY
Past

June 18, 2012 - March 14, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
EAST HILLS, NY
Past

January 27, 2012 - June 14, 2012

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
PLAINVIEW, NY
Past

May 12, 2004 - April 19, 2011

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
PLAINVIEW, NY
Past

February 25, 2003 - April 29, 2003

A.B. WATLEY, INC.

BD
CRD#: 797
NEW YORK, NY
Past

September 30, 2002 - December 17, 2002

INVESTMENT COUNSELING, INC.

BD
CRD#: 44230
FT LAUDERDALE, FL
Past

October 10, 2001 - October 19, 2001

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

January 10, 2001 - September 17, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

May 4, 1999 - January 3, 2001

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

August 7, 1997 - March 16, 1999

DOMESTIC SECURITIES, INC.

BD
CRD#: 34721
MONTVALE, NJ
Past

July 26, 1995 - January 12, 1999

ALL-TECH DIRECT, INC.

BD
CRD#: 13992
MONTVALE, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/27/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/3/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 47770

TRUST BUT VERIFY

Monitor Marc Singer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics