Scott Vanderlinden

CHELSEA ADVISORY SERVICES,

Lancaster, SC

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CRD#: 4641925

Professional summary

Scott Vanderlinden, CFP® is a registered financial advisor currently at CHELSEA ADVISORY SERVICES, INC located in Lancaster, South Carolina 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 2003. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

VERITUS FINANCIAL STRATEGIES POSITION: Certified Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/30/2003 ADDRESS: 3011 Oliver Stanley Trail, Lancaster SC 29720, United States DESCRIPTION: Markets investment, insurance and financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Vanderlinden'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 4, 2021 - Present

CHELSEA ADVISORY SERVICES, INC

RIA

CRD#: 150791

Lancaster, SC

Current

January 5, 2021 - Present

CHELSEA FINANCIAL SERVICES

Office #1: 242 Main Street, Staten Island, NY 10307

CRD#: 47770

Staten Island, NY

Past

November 2, 2018 - December 31, 2020

OSAIC WEALTH, INC.

RIA

CRD#: 23131

LANCASTER, SC

Past

November 2, 2018 - December 31, 2020

OSAIC WEALTH, INC.

CRD#: 23131

LANCASTER, SC

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

CHARLOTTE, NC

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

CHARLOTTE, NC

Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CHARLOTTE, NC

Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CHARLOTTE, NC

Past

March 4, 2008 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

CHARLOTTE, NC

Past

February 21, 2008 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

CHARLOTTE, NC

Past

April 23, 2003 - February 8, 2008

EQUITY SERVICES, INC.

RIA

CRD#: 265

CHARLOTTE, NC

Past

March 24, 2003 - February 8, 2008

EQUITY SERVICES, INC.

CRD#: 265

CHARLOTTE, NC

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

IAR

North Carolina
(1/4/2021)

North Carolina
(1/5/2021)

South Carolina
(1/5/2021)

IAR

South Carolina
(1/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/26/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/20/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (17 States and Territories)

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 Accounts	536
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.

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Advisor Monitoring

Firm Stability Insights

Scott Vanderlinden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Vanderlinden's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHELSEA FINANCIAL SERVICES

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

CHELSEA ADVISORY SERVICES, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2003

Series 63

Date: 3/25/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2010

Series 6

Date: 3/20/2003

FINRA

Current Firm

CHELSEA ADVISORY SERVICES, INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHELSEA ADVISORY SERVICES, INC

TRUST BUT VERIFY

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