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Bank / Wealth / TrustRIA · CRD 150791SEC-Registered

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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...

Overview

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.

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