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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 2025-11-04
  • NY RA
    APPROVED
    Since 2025-11-04

Branch Locations

114-23 Lefferts Blvd, South Ozone Park, NY 11420 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Bellerose NY 10/1995 10/2025
E Fund Resources, Llc Queens NY 05/1991 Present
Pfs Investments Inc Bellerose NY 08/2011 10/2025
New York State Office For People With Developmental Disabilities Brooklyn NY 04/2010 03/2019
Chelsea Financial Services Staten Island NY 10/2025 Present
  • 10/1995 → 10/2025
    Primerica Financial Services
    Bellerose, NY
  • 05/1991 → Present
    E Fund Resources, Llc
    Queens, NY
  • 08/2011 → 10/2025
    Bellerose, NY
  • 04/2010 → 03/2019
    New York State Office For People With Developmental Disabilities
    Brooklyn, NY
  • 10/2025 → Present
    Chelsea Financial Services
    Staten Island, NY
Previous Registrations
  • 2020-09-24 → 2025-11-12
    Richmond Hill, NY
    Richmond Hill, NY
    Richmond Hill, NY
    Richmond Hill, NY
    Richmond Hill, NY
    Richmond Hill, NY
    Keystone Heights, FL
    Bellerose, NY
Other Businesses

E-fund Resources, LLC, not investment related, South Ozone Park, NY 11420, Owner/Tax Preparer/Enrolled Agent, 05/1991 to present, 10 hours committed per month, 2 hours during securities trading hours, tax preparation, divorce, and immigration services. Magellan Federal - Financial Counsellor - not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-30
S63 Uniform Securities Agent State Law Examination 2005-11-12
  • S65 Uniform Investment Adviser Law Examination
    2019-11-30
  • S63 Uniform Securities Agent State Law Examination
    2005-11-12
Other Names
  • Stephen Anthony Stewart

View on SEC IAPD

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