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CHELSEA ADVISORY SERVICES, INC

STATEN ISLAND, NY · CRD 150791 · IAPD ↗ · chfs.com · 718-967-8400

$147.4MRegulatory AUM
25Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
20States
16Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — CHELSEA ADVISORY SERVICES, INC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2026 — CHELSEA ADVISORY SERVICES, INC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2026 — CHELSEA ADVISORY SERVICES, INC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2025 — CHELSEA ADVISORY SERVICES, INC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — CHELSEA ADVISORY SERVICES, INC added office(s): 18 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — CHELSEA ADVISORY SERVICES, INC reported RAUM up 26% ($101.0M -> $126.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — CHELSEA ADVISORY SERVICES, INC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — CHELSEA ADVISORY SERVICES, INC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — CHELSEA ADVISORY SERVICES, INC now reports custody of client assets ($101.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.