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

Ricardo A. Broome

Some features on this profile are disabled
CRD#: 4201644
RB

Professional summary


Ricardo Athelstone Broome was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Ricardo is a previously registered financial professional and started their career in finance in 2000. Prior to being barred, Ricardo had worked at 18 firms, which includes CHELSEA FINANCIAL SERVICES, WOODSTOCK FINANCIAL GROUP INC., GLOBAL ARENA CAPITAL CORP, WINDSOR STREET CAPITAL LP, SPARTAN CAPITAL SECURITIES LLC, LEGEND MERCHANT GROUP INC., CHARLES MORGAN SECURITIES INC., CALDWELL INTERNATIONAL SECURITIES, NATIONAL SECURITIES CORPORATION, J.D. NICHOLAS & ASSOCIATES INC., BROOKVILLE CAPITAL PARTNERS, GUNNALLEN FINANCIAL INC, EKN FINANCIAL SERVICES INC., EMPIRE FINANCIAL GROUP INC., JOSEPH STEVENS & CO. INC., HAPOALIM SECURITIES USA INC., NEW WORLD FINANCIAL INC., CONTINENTAL BROKER-DEALER CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick A Broome | Riccardo Athelstone Brown-Broome

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®
None

Experience


Past

July 14, 2014 - July 13, 2015

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
STATEN ISLAND, NY
Past

September 20, 2013 - March 11, 2014

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
NEW YORK, NY
Past

August 21, 2013 - August 22, 2013

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
MELVILLE, NY
Past

August 21, 2013 - September 17, 2013

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

April 25, 2011 - April 20, 2012

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

November 2, 2010 - April 19, 2011

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

September 13, 2010 - November 18, 2010

CHARLES MORGAN SECURITIES, INC.

BD
CRD#: 138887
NEW YORK, NY
Past

June 30, 2010 - September 13, 2010

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

May 28, 2008 - July 7, 2010

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

February 20, 2008 - June 30, 2008

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

December 3, 2007 - January 7, 2008

J.D. NICHOLAS & ASSOCIATES, INC.

BD
CRD#: 44791
MOUNT DORA, FL
Past

June 25, 2007 - November 29, 2007

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
MELVILLE, NY
Past

December 19, 2006 - June 22, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
FARMINGDALE, NY
Past

April 7, 2006 - December 19, 2006

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

March 21, 2006 - March 29, 2006

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
UNIONDALE, NY
Past

September 16, 2002 - March 3, 2006

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

July 18, 2001 - October 9, 2002

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

July 3, 2001 - July 10, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

April 6, 2001 - June 18, 2001

NEW WORLD FINANCIAL, INC.

BD
CRD#: 47747
MARBELLA,
Past

November 30, 2000 - January 11, 2001

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

November 30, 2000 - March 20, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY

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
RR
Series 63
Date: 12/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product 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 Ricardo Broome

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
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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