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Employer firm

Chelsea Advisory Services, Inc CRD 150791

$147M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Chelsea Advisory Services, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-02
NJ RA APPROVED 2020-11-18
  • NY RA
    APPROVED
    Since 2021-07-02
  • NJ RA
    APPROVED
    Since 2020-11-18

Branch Locations

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

2-6 East Second Street, Fenton Building Suite 200, Po Box 1237, Jamestown, NY 14701 • United States

Disclosures

2 disclosure categories 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bodell Overcash Anderson & Co., Inc. Jamestown NY 03/1970 Present
Chelsea Financial Services Staten Island NY 09/2020 Present
  • 03/1970 → Present
    Bodell Overcash Anderson & Co., Inc.
    Jamestown, NY
  • 09/2020 → Present
    Chelsea Financial Services
    Staten Island, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-07-13
  • S63 Uniform Securities Agent State Law Examination
    1984-07-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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