SG
Saralynn D. Golob
CHELSEA ADVISORY SERVICES,
Lake Worth, FL 33467
Some features on this profile are disabled
CRD#: 6511241
SG
Professional summary
Saralynn Deer Golob, who also goes by Saralynn Suzanne Deer, Saralynn S Deer Golob, Saralynn Suzanne Deer Golob, Saralynn Deer Golob, Sari Deer Golob, is a registered financial advisor currently at CHELSEA ADVISORY SERVICES, INC located in Lake Worth, Florida and CHELSEA FINANCIAL SERVICES located in Lake Worth, Florida.
Saralynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Saralynn has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Saralynn Suzanne Deer | Saralynn S Deer Golob | Saralynn Suzanne Deer Golob | Saralynn Deer Golob | Sari Deer Golob
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.
1. The Tax Coach, LLC Tax preparation for individuals and corporate entities Start: 11/01/2004 Address: 8401 Lake Worth Rd., Suite 203 Lake Worth, FL 33467 5 bus hrs per month Not investment related 2. Atlantic Florida Properties Not actively selling real estate. Just when an unsolicited inquiry occurs, I will occasionally assist them. Start: 01/01/2013 Address: 8461 lake Worth Ave Suite 203 lake Worth, FL 33467 5 non bus hrs per month Investment related
CRS (Client Relationship Summary) - RIA
Click below to view Saralynn Deer Golob'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 11, 2020 - Present
CHELSEA ADVISORY SERVICES, INC
Office #1: 8401 Lake Worth Road Suite 226, Lake Worth, FL 33467RIA
CRD#: 150791
Lake Worth, FL
Current
January 23, 2020 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 8401 Lake Worth Road Suite 203, Lake Worth, FL 33467BD
CRD#: 47770
Lake Worth, FL
Past
February 22, 2017 - January 30, 2020
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
WEST PALM BEACH, FL
Past
November 4, 2015 - January 30, 2020
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
WEST PALM BEACH, FL
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
Florida(2/6/2020)
IAR
Florida(2/11/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
