Saralynn
Golob

Chelsea Advisory Services, Inc

CRD#6511241
Investment Advisor
in Lake Worth, FL

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About this Advisor

Saralynn Golob is a financial advisor based in Lake Worth, Florida, working with Chelsea Advisory Services, Inc. Saralynn has previously held positions at The Tax Coach, LLC, Guardian Life Insurance Co, Park Avenue Securities LLC, Guardian Life Insurance, Park Avenue Securities, and Chelsea Financial Services. Saralynn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Saralynn is part of Chelsea Advisory Services, Inc, which operates out of Lake Worth, Florida. The firm has 18 offices and 19 employees. The firm manages assets totaling $101.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Chelsea Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8401 Lake Worth Road Suite 203
Lake Worth, FL 33467

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Chelsea Advisory Services, Inc Brokerage Details

Total Assets Under Management

$101,001,903

FL Average: $7,464,549,021
Total Number of Employees

19

FL Average: 88
Total Number of Accounts

444

FL Average: 3,892
Average Account Size

$227,482

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Saralynn Golob Work History

2020 - Present (4 years)

Chelsea Financial Services

2004 - Present (20 years)

The Tax Coach, LLC

2016 - 2020 (4 years)

Guardian Life Insurance

2016 - 2020 (4 years)

Park Avenue Securities

2015 - 2016 (1 year)

Guardian Life Insurance Co

2015 - 2016 (1 year)

Park Avenue Securities LLC

Disclosures

Please visit the SEC profile of Saralynn Golob to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chelsea Advisory Services, Inc

Andrew Cilento
Staten Island, NY
Matthew Nugent
Staten Island, NY
Paul Balog
Lady Lake, FL
Scott Bresky
Holmdel, NJ
Jon Franco
Brooklyn, NY
Joseph Palermo
Staten Island, NY
Michael Kogan
North Hills, NY
James Stephenson
Lake Charles, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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