Chelsea Financial Services

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
88
Avg account
$0

Firm details

Headquarters
Staten Island, New York
CRD number
47770
Registered since
January 24, 2000
Website
chfs.com

Firm profile

FINTRX

Overview

Chelsea Financial Services is organized as a corporation and is listed as being owned by an individual. The firm has been SEC-registered since 2000 but is otherwise unclassified in the available summary data. The snapshot flags the adviser as not an active ESG investor and not a multi-state adviser; other operational and advisory activity details are not provided in the dataset. The public record supplied here is sparse on product offerings, client segments, fee structure or formal investment preferences. Because those elements are absent, it is not possible from this source to characterize the firm’s investment process, portfolio construction approach, or target client profile beyond the structural registration facts above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • John Pisapia

    John Pisapia

    CEO & PresidentCRD 2336216

  • Nicholas Iarrobino

    Nicholas Iarrobino

    President, CEO and Financial AdvisorCRD 4932962

  • Michele Dunbar

    Managing Partner and Chief Compliance OfficerCRD 5671270

Contacts

3 of 85
  • Matthew Nugent

    Registered RepresentativeCRD 5101861

  • Yeugenia Napoli

    Yeugenia Napoli

    Senior Associate, ComplianceCRD 5190703

  • Randi Allgood

    Independent Financial AdvisorCRD 5344227

Unlock 82 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Staten Island, NY

Richmond

Location

Staten Island, NY

Headquartered in Staten Island, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Richmond
Address
242 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth