Unlock Your Financial Potential with Personalized Guidance
Tailored financial strategies help you achieve your unique goals through expert investment advice and personalized portfolio management from an SEC-registered Investment Advisor, Chelsea Advisory Services.
Navigate Your Finances with a Tailored Plan from one of our expert Financial Advisors / Investment Advisors
Wealth Management
Strategic wealth management for optimizing financial growth and security.
Wealth Building
Craft a tailored wealth management strategy for financial success and security.
Market Navigation
Maximize your financial potential with expert guidance and a personalized financial plan.
Expert Guidance
Our Expert Advisory Services can help you reach your financial goals. Our Financial Advisors are laser-focused on managing your portfolio while building your wealth.
Navigate Your Financial Course with One of Our Licensed Financial Advisors
It can be difficult to stay on course with all of the market's financial obstacles. Navigate more easily with our experienced Advisors. Chelsea Advisory Services is an SEC-registered Investment Advisor.
Achieving Financial Prosperity and Diversification through Customized Advisory Services
01
Financial Analysis
Our expert Financial Advisors will analyze where you're at financially compared to your financial goals.
02
Financial Blueprinting
Keeping your goals in mind, our Advisors will create a comprehensive financial blueprint that's custom tailored for you.
03
Financial Navigation
Your Financial Advisor will help you navigate the ever-changing markets, automatically and effortlessly.
04
Assess and Retool
Any financial "bumps in the road" will be met with expertise and experience. Your Advisor will reassess and retool your financial plan whenever necessary to keep you on track.
Financial Strategy
With Chelsea Advisory Services, you'll finally receive the personalized financial guidance you've been searching for. We truly understand and adhere to your unique financial goals, enhancing your investment journey. With no proprietary products and no minimum production requirements, our Financial Advisors are free to do what's in your best interest, not in ours.
718-967-8400 Corporate Office
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Check out what our Advisors and Clients say about Chelsea Financial Services and Chelsea Advisory Services:
I joined Chelsea when it was a really small firm, and I’m so proud of how far we’ve come. Moving into our new offices on Main Street was an exciting time and proof of our collective success.
It’s great to come to work and do something meaningful for clients while enjoying the work environment and your co-workers that started as a boutique financial service firm that now services 51 U.S. States and Territories.
Christopher "Chris" Vetrano
Securities Principal
There comes a time when the quality of your relationships is the most important thing to your business. If that is real for you now, consider Chelsea . After thirty-plus years in the financial services business (including the last seven as an independent advisor), I came home to Chelsea [Advisory Services] as an Investment Advisor. I enjoy a highly reflexive and personal relationship with [President and Owner] John Pisapia.
Paul Balog
Investment Advisor
Chelsea Financial is a reputable brokerage firm. You will find the financial advisors to be honest and puts the client first.
David Medlin
Financial Advisor via Google Reviews
Advisory Forms
Chelsea Advisory Services Form ADV part 2A (updated August 2023) [PDF]
Relationship Summary (FormCRS) (updated August 2023) [PDF]
Chelsea Advisory Discretionary Contract (updated February 2024) [PDF]
2024 Annual Regulatory Oversight Report [pdf]
Also visit our Regulatory News & Events Page at CHFS.com