Chelsea Advisory Services, Inc
- Regulatory AUM
- $147M
- Discretionary
- $147M
- Clients
- 552
- Avg AUM / client
- $267K
- Accounts
- 547
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 506 | $123M | 83.7% |
| High net worth individuals | 46 | $24.0M | 16.3% |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Thomas Pisapia | President | Jun 2009 (17y) | 75% or more | |
| Stephen Raphael Sebold | Cco | Mar 2020 (6y) | Less than 5% | |
| Matthew Robert Nugent | Registered representative | CFP | May 2016 (10y) | |
| Roseann Palermo | Registered representative | May 2016 (10y) | ||
| Baron Thomas Willis | Registered representative | Jun 2017 (9y) | ||
| Ryan Christopher Keller | Registered representative | CFP | Jul 2017 (9y) | |
| Paul Michael Balog | Registered representative | Nov 2018 (8y) | ||
| David Andrew Medlin | Registered representative | Dec 2018 (8y) | ||
| Christopher Vetrano | Registered representative | Feb 2019 (7y) | ||
| Jon Paul Franco | Registered representative | Mar 2019 (7y) | ||
| Odalis Mercedes Lopez | Registered representative | Aug 2019 (7y) | ||
| Tony Earl Mcneill | Registered representative | Jan 2020 (7y) | ||
| Randi Allgood | Registered representative | Jan 2020 (7y) | ||
| Saralynn Deer Golob | Registered representative | Feb 2020 (6y) | ||
| Daniel Ray Overcash | Registered representative | CFP | Nov 2020 (6y) | |
| Scott Vanderlinden | Registered representative | Jan 2021 (6y) | ||
| Sandra O Hehir Keir | Registered representative | CFP | Jul 2021 (5y) | |
| John J Kalendek | Registered representative | Sep 2021 (5y) | ||
| James Stephenson | Registered representative | Sep 2021 (5y) | ||
| Nicholas William Iarrobino | Registered representative | Mar 2022 (4y) | ||
| Scott Martin Bresky | Registered representative | Apr 2023 (3y) | ||
| Andrew James Cilento | Registered representative | CFP | May 2023 (3y) | |
| Joseph Palermo | Registered representative | Jan 2024 (3y) | ||
| Matthew Francis Cilento | Registered representative | Mar 2024 (2y) | ||
| Ori William Pagovich | Registered representative | Jan 2025 (2y) | ||
| Russell George Luce | Registered representative | Jan 2025 (2y) | ||
| Steven Mario Melchiorri | Registered representative | Chartered Financial Consultant | Apr 2025 (1y) | |
| Stephen Stewart | Registered representative | Nov 2025 (1y) | ||
| Richard Brian Stewart | Registered representative | CFP | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Hilltop Securities Inc. $138M (94% of AUM) Jul 2026
- Bank Of America, National Association $10.8M (11% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗