Chelsea Financial Services

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
87
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 recorded as an SEC-registered adviser since 2000. Ownership is listed as individual rather than institutional or corporate; the firm's classification in the snapshot is "Unclassified," and the profile does not identify a defined capital-allocation role. The FINTRX snapshot flags the firm as not being an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The publicly supplied profile contains little detail about the firm's specific advisory activities, client segments, or fee arrangements. The firm has not provided information about its business activities, investment preferences, or affiliations in the materials available through FINTRX.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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 84
  • Matthew Nugent

    Registered RepresentativeCRD 5101861

  • Yeugenia Napoli

    Yeugenia Napoli

    Senior Associate, ComplianceCRD 5190703

  • Randi Allgood

    Independent Financial AdvisorCRD 5344227

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Wealth teams

FINTRX

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