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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHELSEA ADVISORY SERVICES, INC

CRD 150791

STATEN ISLAND, NY

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Search this name across graphsid dfx:ria:5da3f923-7438-b0de-97c4-c8b3e04878d1

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 8
On other graphs: 0
Observed: Dec 21, 2017 to Aug 18, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=25.0
Regulatory AUM: $147MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
Private client RAUM: $147MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 31
RAUM per advisor: $4.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 30
Advisory employees: 25
Offices: 21Schedule D 1.F, beyond the principal office
Accounts: 547
Individual clients: 506
High net worth clients: 46
SEC number: 801-112349
CRD: 150791
Filings on the tape: 31
First filed: Dec 21, 2017
Latest filed: Aug 18, 2026
Organised: Corporation, NY
Website: chfs.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 31

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW ROBERT NUGENT	Certified Financial Planner	STATEN ISLAND, NY	10	20	2	yes
ROSEANN PALERMO	n/a	STATEN ISLAND, NY	10	30	1	yes
BARON THOMAS WILLIS	n/a	Alpine, CA	9	30	2	yes
JOHN THOMAS PISAPIA	n/a	STATEN ISLAND, NY	9	33	n/a	yes
Ryan Christopher Keller	Certified Financial Planner	Red Bank, NJ	9	17	1	no
Paul Michael Balog	n/a	Lady Lake, FL	7	39	5	yes
David Andrew Medlin	n/a	LITTLE RIVER, SC \| STATEN ISLAND, NY	7	32	3	yes
CHRISTOPHER VETRANO	n/a	STATEN ISLAND, NY	7	32	n/a	yes
JON PAUL FRANCO	n/a	STATEN ISLAND, NY \| Brooklyn, NY	7	30	n/a	yes
ODALIS MERCEDES LOPEZ	n/a	Miami, FL	7	27	7	yes
TONY EARL MCNEILL	n/a	Knightdale, NC \| STATEN ISLAND, NY	6	26	4	yes
Randi Allgood	n/a	Kennett, MO \| STATEN ISLAND, NY	6	19	2	yes
Saralynn Deer Golob	n/a	Lake Worth, FL \| STATEN ISLAND, NY	6	22	1	yes
STEPHEN RAPHAEL SEBOLD	n/a	STATEN ISLAND, NY	6	32	1	yes
DANIEL RAY OVERCASH	Certified Financial Planner	Jamestown, NY \| STATEN ISLAND, NY	5	56	n/a	yes
SCOTT VANDERLINDEN	n/a	STATEN ISLAND, NY \| Lancaster, SC	5	23	5	yes
Sandra OHehir Keir	Certified Financial Planner	STATEN ISLAND, NY \| Sarasota, FL	5	35	5	yes
JOHN J KALENDEK	n/a	STATEN ISLAND, NY \| Baltimore, MD	4	31	2	yes
James Stephenson	n/a	STATEN ISLAND, NY \| Lake Charles, LA	4	10	1	no
NICHOLAS WILLIAM IARROBINO	n/a	STATEN ISLAND, NY \| Huntington Station, NY	4	20	n/a	yes
Scott Martin Bresky	n/a	STATEN ISLAND, NY \| Staten island, NJ	3	35	6	yes
ANDREW JAMES CILENTO	Certified Financial Planner	STATEN ISLAND, NY	3	12	1	yes
Joseph Palermo	n/a	Staten Island, NY \| STATEN ISLAND, NY	2	11	n/a	yes
MATTHEW FRANCIS CILENTO	n/a	Staten Island, NY \| STATEN ISLAND, NY	2	15	n/a	yes
ORI WILLIAM PAGOVICH	n/a	STATEN ISLAND, NY \| Great Neck, NY	1	26	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PISAPIA, JOHN, THOMAS	President	E	yes	06/2009	Dec 21, 2017	Apr 4, 2024
SEBOLD, STEPHEN, RAPHAEL	Cco	Na	yes	07/2020	Jul 27, 2020	Apr 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHELSEA MORGAN SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
STATEN ISLAND	NY	United States	2	yes
LAKE WORTH	FL	United States	1	yes
Miami	FL	United States	1	no
HUNTINGTON STATION	NY	United States	1	yes
Jamestown	NY	United States	1	yes
Kirkland	Wa	United States	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$147M	$147M	30	25	21	n/a	n/a
2024	Feb 18, 2025	$127M	$126M	22	22	21	n/a	n/a
2023	Feb 28, 2024	$101M	$99.9M	19	19	18	n/a	n/a
2022	Mar 8, 2023	$89.5M	$87.4M	19	19	18	n/a	n/a
2021	Mar 11, 2022	$94.0M	$90.9M	18	16	17	n/a	n/a
2020	Mar 19, 2021	$73.8M	$66.6M	14	14	8	n/a	n/a
2019	Mar 11, 2020	$49.1M	$46.4M	10	10	6	n/a	n/a
2018	Mar 13, 2019	$35.8M	$35.8M	9	9	8	n/a	n/a
2017	Mar 29, 2018	$27.7M	$27.7M	6	6	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	3.2%	2	0	0	7	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$147M	$127M	16.1%	$89.5M	18.1%	30	22	21	21

Relationships

Registered with (37)

← DOUG SCOTT GRAUMANNAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← DAVID RUSSELL LAMBAdvisorregistration: previous registration
May 4, 2016 to Jan 23, 2018factForm ADV
← Wesley Andrew SteedAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← RICHARD BRIAN STEWARTAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← Steven Mario MelchiorriAdvisorregistration: current employment
Apr 21, 2025 to presentfactForm ADV
← RUSSELL GEORGE LUCEAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← ORI WILLIAM PAGOVICHAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← MATTHEW FRANCIS CILENTOAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← Joseph PalermoAdvisorregistration: current employment
Jan 18, 2024 to presentfactForm ADV
← ANDREW JAMES CILENTOAdvisorregistration: current employment
May 1, 2023 to presentfactForm ADV
← Scott Martin BreskyAdvisorregistration: current employment
Apr 17, 2023 to presentfactForm ADV
← NICHOLAS WILLIAM IARROBINOAdvisorregistration: current employment
Mar 7, 2022 to presentfactForm ADV
← James StephensonAdvisorregistration: current employment
Sep 30, 2021 to presentfactForm ADV
← JOHN J KALENDEKAdvisorregistration: current employment
Sep 23, 2021 to presentfactForm ADV
← Sandra OHehir KeirAdvisorregistration: current employment
Jul 15, 2021 to presentfactForm ADV
← SCOTT VANDERLINDENAdvisorregistration: current employment
Jan 4, 2021 to presentfactForm ADV
← DANIEL RAY OVERCASHAdvisorregistration: current employment
Nov 18, 2020 to presentfactForm ADV
← STEPHEN RAPHAEL SEBOLDAdvisorregistration: current employment
Mar 30, 2020 to presentfactForm ADV
← Saralynn Deer GolobAdvisorregistration: current employment
Feb 11, 2020 to presentfactForm ADV
← Randi AllgoodAdvisorregistration: current employment
Jan 6, 2020 to presentfactForm ADV
← TONY EARL MCNEILLAdvisorregistration: current employment
Jan 2, 2020 to presentfactForm ADV
← ODALIS MERCEDES LOPEZAdvisorregistration: current employment
Aug 16, 2019 to presentfactForm ADV
← JON PAUL FRANCOAdvisorregistration: current employment
Mar 14, 2019 to presentfactForm ADV
← CHRISTOPHER VETRANOAdvisorregistration: current employment
Feb 15, 2019 to presentfactForm ADV
← David Andrew MedlinAdvisorregistration: current employment
Dec 8, 2018 to presentfactForm ADV
← Paul Michael BalogAdvisorregistration: current employment
Nov 7, 2018 to presentfactForm ADV
← Ryan Christopher KellerAdvisorregistration: current employment
Jul 31, 2017 to presentfactForm ADV
← BARON THOMAS WILLISAdvisorregistration: current employment
Jun 19, 2017 to presentfactForm ADV
← JOHN THOMAS PISAPIAAdvisorregistration: current employment
Jun 19, 2017 to presentfactForm ADV
← MATTHEW ROBERT NUGENTAdvisorregistration: current employment
May 17, 2016 to presentfactForm ADV
and 7 more

Controls (2)

← PISAPIA, JOHN, THOMASOwnerPRESIDENT, ownership code E, individual
Dec 21, 2017 to Apr 4, 2024factForm ADV
← SEBOLD, STEPHEN, RAPHAELOwnerCCO, ownership code NA, individual
Jul 27, 2020 to Apr 4, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 22, 2025
Advisor changed firm
Daniel W Goggins left Chelsea Advisory Services, Inc for Lpl Financial Llc (registered 2026-02-25)
Form ADVobserved 5 days ago
Occurred
Dec 17, 2024
Advisor changed firm
Michael Kogan left Chelsea Advisory Services, Inc for Esi Financial Advisors (registered 2026-04-06)
Form ADVobserved 5 days ago
Occurred
May 9, 2022
Advisor changed firm
Drew David Parisi left Chelsea Advisory Services, Inc for Pruco Securities, Llc (registered 2022-05-12)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Ardis Owens left Chelsea Advisory Services, Inc for Northwestern Mutual Investment Services,Llc (registered 2023-03-20)
Form ADVobserved 5 days ago
Occurred
Jul 27, 2020
Control person joined
Raphael Stephen Sebold (Cco) appeared on Schedule A of Chelsea Advisory Services, Inc
Form ADVobserved 5 days ago
Occurred
Dec 21, 2017
First Form ADV filing
Chelsea Advisory Services, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Feb 18, 2025
Chelsea Advisory Services, Inc reported 22 state-registered advisory representatives, up from 9 (2025-01-03 to 2025-02-18)
Occurred
Mar 11, 2022
Chelsea Advisory Services, Inc reported 17 offices beyond its principal office, up from 8 (2021-09-28 to 2022-03-11)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5da3f923-7438-b0de-97c4-c8b3e04878d1
First observed: Dec 21, 2017
Last observed: Aug 18, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHELSEA ADVISORY SERVICES, INC

CRD 150791

STATEN ISLAND, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5da3f923-7438-b0de-97c4-c8b3e04878d1

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW ROBERT NUGENT

Certified Financial Planner

STATEN ISLAND, NY

yes

ROSEANN PALERMO

n/a

STATEN ISLAND, NY

yes

BARON THOMAS WILLIS

n/a

Alpine, CA

yes

JOHN THOMAS PISAPIA

n/a

STATEN ISLAND, NY

n/a

yes

Ryan Christopher Keller

Certified Financial Planner

Red Bank, NJ

Paul Michael Balog

n/a

Lady Lake, FL

yes

David Andrew Medlin

n/a

LITTLE RIVER, SC | STATEN ISLAND, NY

yes

CHRISTOPHER VETRANO

n/a

STATEN ISLAND, NY

n/a

yes

JON PAUL FRANCO

n/a

STATEN ISLAND, NY | Brooklyn, NY

n/a

yes

ODALIS MERCEDES LOPEZ

n/a

Miami, FL

yes

TONY EARL MCNEILL

n/a

Knightdale, NC | STATEN ISLAND, NY

yes

Randi Allgood

n/a

Kennett, MO | STATEN ISLAND, NY

yes

Saralynn Deer Golob

n/a

Lake Worth, FL | STATEN ISLAND, NY

yes

STEPHEN RAPHAEL SEBOLD

n/a

STATEN ISLAND, NY

yes

DANIEL RAY OVERCASH

Certified Financial Planner

Jamestown, NY | STATEN ISLAND, NY

n/a

yes

SCOTT VANDERLINDEN

n/a

STATEN ISLAND, NY | Lancaster, SC

yes

Sandra OHehir Keir

Certified Financial Planner

STATEN ISLAND, NY | Sarasota, FL

yes

JOHN J KALENDEK

n/a

STATEN ISLAND, NY | Baltimore, MD

yes

James Stephenson

n/a

STATEN ISLAND, NY | Lake Charles, LA

NICHOLAS WILLIAM IARROBINO

n/a

STATEN ISLAND, NY | Huntington Station, NY

n/a

yes

Scott Martin Bresky

n/a

STATEN ISLAND, NY | Staten island, NJ

yes

ANDREW JAMES CILENTO

Certified Financial Planner

STATEN ISLAND, NY

yes

Joseph Palermo

n/a

Staten Island, NY | STATEN ISLAND, NY

n/a

yes

MATTHEW FRANCIS CILENTO

n/a

Staten Island, NY | STATEN ISLAND, NY

n/a

yes

ORI WILLIAM PAGOVICH

n/a

STATEN ISLAND, NY | Great Neck, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PISAPIA, JOHN, THOMAS

President

yes

06/2009

Dec 21, 2017

Apr 4, 2024

SEBOLD, STEPHEN, RAPHAEL

Cco

yes

07/2020

Jul 27, 2020

Apr 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHELSEA MORGAN SECURITIES, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

STATEN ISLAND

United States

yes

LAKE WORTH

United States

yes

Miami

United States

HUNTINGTON STATION

United States

yes

Jamestown

United States

yes

Kirkland

United States

yes

n/a

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$147M

n/a

2024

Feb 18, 2025

$127M

$126M

n/a

2023

Feb 28, 2024

$101M

$99.9M

n/a

2022

Mar 8, 2023

$89.5M

$87.4M

n/a

2021

Mar 11, 2022

$94.0M

$90.9M

n/a

2020

Mar 19, 2021

$73.8M

$66.6M

n/a

2019

Mar 11, 2020

$49.1M

$46.4M

n/a

2018

Mar 13, 2019

$35.8M

n/a

2017

Mar 29, 2018

$27.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.2%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$147M

$127M

16.1%

$89.5M

18.1%