Wealth manager, independent · Staten Island, NY
Chelsea Advisory Services, Inc
SEC-registered investment adviser · CRD 150791 · SEC 801-112349
At a glance
Chelsea Advisory Services, Inc is an SEC-registered investment adviser based in Staten Island, New York, with $147 million in regulatory assets under management as of its Form ADV filed August 18, 2026. Its largest client group by assets is individuals, and it reports 552 individual clients. By Form ADV it is a wealth manager, ranked 6,948th of 8,915 wealth managers and 13,767th of 17,210 SEC-registered advisers by assets.
Main office 718-967-8400chfs.comAs filed on Form ADV
- Regulatory AUM
- $147M
- Rank among wealth managers
- #6,948 of 8,915
- Rank among all SEC RIAs
- #13,767 of 17,210
- Rank in New York
- #2,036 of 2,591
- Individual clients
- 552
- High-net-worth clients
- 46
- Accounts
- 547
- Discretionary
- 100% of AUM
- Employees
- 30
- Advisory staff
- 25
- Offices
- 22
Owners and executives on its Form ADV
- John T. PisapiaPresident
- Stephen R. SeboldCCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Chelsea Advisory Services, Inc is a hybrid RIA: 25 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Chelsea Morgan Securities, Inc..
- Chelsea Morgan Securities, Inc. ↗CRD 47770
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 506 | $123M | 84% |
| High-net-worth individuals | 46 | $24M | 16% |
Disciplinary disclosures
Chelsea Advisory Services, Inc answers yes to 16 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗chfs.com ↗
AtlasMembers
The full record on Chelsea Advisory Services, Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,332 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Chelsea Advisory Services, Inc manage?
Chelsea Advisory Services, Inc reports $147 million in regulatory assets under management across 547 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 18, 2026.
What kind of firm is Chelsea Advisory Services, Inc?
Chelsea Advisory Services, Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Chelsea Advisory Services, Inc’s clients?
By assets, its largest client types are individuals ($123 million, 506 clients); high-net-worth individuals ($24 million, 46 clients).
Does Chelsea Advisory Services, Inc have any disciplinary history?
Chelsea Advisory Services, Inc answers yes to 16 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Chelsea Advisory Services, Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →