Odalis
Lopez

Chelsea Advisory Services, Inc

CRD#2993804
Investment Advisor
in Miami, FL

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About this Advisor

Odalis Lopez is a financial advisor based in Miami, Florida who has 4 years of relevant experience. Lopez works at Chelsea Advisory Services, Inc. Throughout their career, Lopez has worked at A&K Insurance Consultants, Inc, Odalis M. Lopez Financial Associates, LLC, Centaurus Financial, Inc, Sterling Benefits Group, LLC, Financial West Group, Chelsea Advisory Services, G.A. Repple And Company, Chelsea Financial Services and Ifs Securities. Lopez has a Series 65 license, certifying them as an investment advisor representative, and can operate in Florida. Chelsea Advisory Services, Inc is a registered investment firm based out of Staten Island, NY. It has offices in 18 locations and a total of 19 people on staff. It has $90 million in assets between its 463 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 463 client accounts, 16% are held by high-net-worth clients who have at least $1 million in assets. Chelsea Advisory Services, Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely depend on which service is provided. Fee types billed by Chelsea Advisory Services, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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

7270 Nw 12 Street Suite 500
Miami, FL 33126

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Chelsea Advisory Services, Inc Brokerage Details

Total Assets Under Management

$89,453,437

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

19

FL Average: 88
Total Number of Accounts

463

FL Average: 3,892
Average Account Size

$193,204

FL Average: $1,917,921

Investment Advisory Services

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

Odalis Lopez Work History

Odalis has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Chelsea Advisory Services

2019 - Present (5 years)

Chelsea Financial Services

2006 - Present (18 years)

Odalis M. Lopez Financial Associates, LLC

2006 - Present (18 years)

Sterling Benefits Group, LLC

2017 - 2019 (2 years)

Ifs Securities

2016 - 2017 (1 year)

G.A. Repple And Company

2014 - 2014 (< 1 year)

Centaurus Financial, Inc

2014 - 2016 (2 years)

Financial West Group

1997 - 2016 (19 years)

A&K Insurance Consultants,Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Odalis Lopez 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

Jon Franco
Brooklyn, NY
Matthew Nugent
Staten Island, NY
Paul Balog
The Villages, FL
James Stephenson
Lake Charles, LA
David Medlin
Fletcher, NC
Sandra Keir
Sarasota, FL
Jeanette Stofleth
Kirkland, WA
Scott Vanderlinden
Lancaster, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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