Bank / Wealth / TrustRIA · CRD 150791SEC-Registered

Updated:

Chelsea Advisory Services

Chelsea Advisory Services was established in 2009 as a registered investment adviser in Staten Island, New York. It delivers investment management, financial...

Chelsea Advisory Services logo

Chelsea Advisory Services

Chelsea Advisory Services was established in 2009 as a registered investment adviser in Staten Island, New York. It delivers investment management, financial planning, and portfolio oversight to individuals, high-net-worth clients, trusts, corporations, and businesses. The firm executes advisory mandates through direct portfolio management. No specific asset-class allocations, named holdings, co-investors, or geographic deployment beyond the United States headquarters appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. Governance and ownership details that would distinguish the firm from other local RIAs are not publicly available.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

Location

Region

North America

Country

United States

City

Staten Island

Corporate office

Staten Island, NY, United States

Frequently asked questions

Who runs investment decisions at Chelsea Advisory Services?

No named principals or CIO appear in public records.

Does Chelsea Advisory Services participate in fund commitments or only direct deals?

Available information shows only advisory and portfolio management services; fund commitments are not disclosed.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Staten Island Bank / Wealth / Trust profiles