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Current Employers
Chelsea Advisory Services, Inc

242 Main Street, Staten Island, NY 10307 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-24
NJ RA APPROVED 2016-05-17
  • NY RA
    APPROVED
    Since 2021-11-24
  • NJ RA
    APPROVED
    Since 2016-05-17

Branch Locations

242 Main Street, Staten Island, NY 10307 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnjoseph Financial Group Staten Island NY 01/1996 Present
Palermo Agency Staten Island NY 01/2012 Present
Chelsea Financial Services Staten Island NY 10/2012 Present
Chelsea Advisory Services Staten Island NY 10/2012 Present
  • 01/1996 → Present
    Johnjoseph Financial Group
    Staten Island, NY
  • 01/2012 → Present
    Palermo Agency
    Staten Island, NY
  • 10/2012 → Present
    Chelsea Financial Services
    Staten Island, NY
  • 10/2012 → Present
    Chelsea Advisory Services
    Staten Island, NY
Previous Registrations
  • 2008-11-13 → 2012-10-26
    Ic Advisory Services, Inc.
    Staten Island, NY
    Bedminster, NJ
Other Businesses

PALERMO INSURANCE AGENCY(FKA JOHN JOSEPH FINANCIAL), 45 Page Avenue, Staten Island, NY 10309 PRESIDENT/OWNER OF INSURANCE AGENCY- INVOLVED IN INSURANCE SALES,30 HRS/WEEK, NOT SECURITIES RELATED REAL ESTATE -STATEN ISLAND- JOINT OWNER OF 2 UNIT RENTAL PROPERTY - 0 HRS/WEEK, NOT SECURITIES RELATED WAHVE, LLC - INSURANCE CSR ASSOCIATE - INSURANCE POLICY ANALYSIS- 15 HOURS PER WEEK - 1099 COMP

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-23
S63 Uniform Securities Agent State Law Examination 2008-06-04
  • S65 Uniform Investment Adviser Law Examination
    2021-11-23
  • S63 Uniform Securities Agent State Law Examination
    2008-06-04

View on SEC IAPD

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