Joseph
Palermo
Chelsea Advisory Services, Inc
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About this Advisor
Joseph Palermo is a financial advisor based in Staten Island, New York, working with Chelsea Advisory Services, Inc. Joseph has previously held positions at Chelsea Financial Services, Palermo Insurance Agency, Penn State University, Poly Prep Country Day School, Junior Highschool, Crestline Investors, and Alta Park Capital. Joseph has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Joseph is part of Chelsea Advisory Services, Inc, which operates out of Staten Island, New York. 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
Services Offered
Fee Structure
Office Location
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Chelsea Advisory Services, Inc Brokerage Details
$101,001,903
19
444
$227,482
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Palermo Work History
Chelsea Financial Services
Palermo Insurance Agency
Crestline Investors
Alta Park Capital
Penn State University
Poly Prep Country Day School
Junior Highschool
Disclosures
Please visit the SEC profile of Joseph Palermo 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
Staten Island, NY
Lady Lake, FL
Holmdel, NJ
Lake Charles, LA
Staten Island, NY
North Hills, NY
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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