Matthew
Nugent
Chelsea Advisory Services, Inc
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About this Advisor
Matthew Nugent is a certified financial planner who works in Staten Island, New York with a total of 7 years of relevant experience. Nugent works at Chelsea Advisory Services, Inc. Throughout their career, Nugent has worked at Metlife Securities Inc and Chelsea Financial Services. Nugent holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and New York. Chelsea Advisory Services, Inc is a registered investment business based in Staten Island, NY. The company has offices in 18 locations and a total of 19 advisors. It oversees $90 million in total assets between its 463 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 463 client accounts, 16% are held by high-net-worth investors who have more than $1 million in assets. Chelsea Advisory Services, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Chelsea Advisory Services, Inc can be comprised of 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
Matthew Nugent Work History
Matthew has been registered as a financial advisor for 7 years.*
Chelsea Financial Services
Metlife Securities 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 Matthew Nugent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Brooklyn, NY
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
