Best Investors Account Sign in
Current Employers
Chelsea Advisory Services, Inc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-22
  • AL RA
    APPROVED
    Since 2026-07-22

Branch Locations

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

Hoover, AL • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Birmingham AL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Birmingham AL 11/2016 06/2026
Chelsea Financial Services Staten Island NY 07/2026 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Birmingham, AL
  • 11/2016 → 06/2026
    Birmingham, AL
  • 07/2026 → Present
    Chelsea Financial Services
    Staten Island, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-24
S63 Uniform Securities Agent State Law Examination 1996-12-10
  • S65 Uniform Investment Adviser Law Examination
    1996-12-24
  • S63 Uniform Securities Agent State Law Examination
    1996-12-10
Other Names
  • Wes Steed

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Staten Island, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor