Michael
Fox
Chelsea Advisory Services, Inc
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About this Advisor
Michael Fox is a financial advisor operating in Cherry Hill, New Jersey with a total of 2 years of relevant experience. Fox is an employee of Chelsea Advisory Services, Inc. Over the course of their career, Fox has held roles at Ballard Spahr, Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc, Summit Brokerage Services Inc, Concorde Investment Services, LLC, Concorde Asset Management, LLC, Questar Capital Corporation and Questar Asset Management. Fox has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Chelsea Advisory Services, Inc is an advisory business based out of Staten Island, NY. It has offices in 18 locations and a total of 19 people on staff. It administers $90 million in assets under management among its 463 customer accounts, making it one of the smaller firms in the nation by assets under management. Of its 463 accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on the type of financial services offered. However, fees billed by Chelsea Advisory Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chelsea Advisory Services, Inc Brokerage Details
$89,453,437
19
463
$193,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Fox Work History
Michael has been registered as a financial advisor for 2 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Questar Capital Corporation
Questar Asset Management
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Summit Brokerage Services Inc
Lincoln Financial Securities Corporation
Ballard Spahr
*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 Michael Fox 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
Staten Island, NY
Brooklyn, NY
Lake Charles, LA
The Villages, FL
Fletcher, NC
Sarasota, FL
Kirkland, WA
Red Bank, NJ
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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