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FIRM PROFILE
Overview
CHELSEA FINANCIAL SERVICES is located at 242 Main Street, Staten Island, NY 10307 and was first established at Long Island, New York in 05/05/1999. After operating for 26 years, CHELSEA FINANCIAL SERVICES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CHELSEA FINANCIAL SERVICES’s clients are individuals and 0% of their clients are high net worth individuals. CHELSEA FINANCIAL SERVICES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CHELSEA FINANCIAL SERVICES are registered to handle securities or provide financial advice. The firm has 4 disclosures, 4 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CHELSEA FINANCIAL SERVICES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CHELSEA FINANCIAL SERVICES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CHELSEA FINANCIAL SERVICES Comes From
Understanding the Statistics for CHELSEA FINANCIAL SERVICES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
242 Main Street, Staten Island, NY 10307
242 Main Street, Staten Island, NY 10307
Small
(718) 967-8400
New York since 05/05/1999
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CHELSEA FINANCIAL SERVICES
Sandra Ohehir Keir
Daniel W Goggins
John Thomas Pisapia
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