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Joseph Palermo

Chelsea Advisory Services, Inc

Staten Island, NY

Staten Island, NY

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Current Employers
Chelsea Advisory Services, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-05
NY RA APPROVED 2024-01-18
  • NJ RA
    APPROVED
    Since 2026-01-05
  • NY RA
    APPROVED
    Since 2024-01-18

Branch Locations

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

45 Page Avenue, 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
Chelsea Financial Services Staten Island NY 10/2023 Present
Palermo Insurance Agency Staten Island NY 08/2023 Present
Penn State University State College PA 08/2019 06/2023
Poly Prep Country Day School Brooklyn NY 08/2015 06/2019
Crestline Investors New York City NY 06/2022 08/2022
Alta Park Capital New York City NY 06/2021 08/2021
  • 10/2023 → Present
    Chelsea Financial Services
    Staten Island, NY
  • 08/2023 → Present
    Palermo Insurance Agency
    Staten Island, NY
  • 08/2019 → 06/2023
    Penn State University
    State College, PA
  • 08/2015 → 06/2019
    Poly Prep Country Day School
    Brooklyn, NY
  • 06/2022 → 08/2022
    Crestline Investors
    New York City, NY
  • 06/2021 → 08/2021
    Alta Park Capital
    New York City, NY
Other Businesses

Palermo Insurance Agency - 45 page Avenue. Insurance sales - not securities related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-09
  • S66 Uniform Combined State Law Examination
    2023-11-09

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC

Other Investors

FRANCIS JOHN VIGLIONE
STEVEN LAJKA
ANDRZEJ DUDUS
BRAKEN FIORE
MICHAEL J PERINELLI
Michael Volpe
DIANE STUART
KENNETH KAR YERNG ENG

Other Offices

MML INVESTORS SERVICES, LLC · Staten Island, NY
EDWARD JONES · STATEN ISLAND, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Staten Island, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Staten Island, NY
LEO WEALTH MANAGEMENT, LLC · STATEN ISLAND, NY
PUREVEST · STATEN ISLAND, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Staten Island, NY
CETERA INVESTMENT ADVISERS LLC · STATEN ISLAND, NY

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