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CHELSEA ADVISORY SERVICES, INC
CRD 150791File 801-112349
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.4M
Bottom 25% of cohort (national)
Discretionary AUM
$147.0M
Non-discretionary $360K
Clients
552
547 accounts
Employees
30
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 19, 2018
- Principal office
- 242 MAIN STREET, STATEN ISLAND, NY, 10307
- Phone
- 718-967-8400
- Website
- http://www.chfs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.4M
- Discretionary AUM
- $147.0M
- Non-discretionary AUM
- $360K
- Discretionary accounts
- 523
- Non-discretionary accounts
- 24
- Total accounts
- 547
- AUM per client
- $267K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $24.0M |
| Individuals (other than high net worth individuals) | 506 | $123.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A2
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.