Roseann
Palermo
Chelsea Advisory Services, Inc
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About this Advisor
Roseann Palermo is a financial advisor based in Staten Island, New York, working with Chelsea Advisory Services, Inc. Roseann has previously held positions at Johnjoseph Financial Group, Palermo Agency, Chelsea Financial Services, and Chelsea Advisory Services. Roseann has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Roseann 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
Roseann Palermo Work History
Palermo Agency
Chelsea Financial Services
Chelsea Advisory Services
Johnjoseph Financial Group
Disclosures
Please visit the SEC profile of Roseann 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
Holmdel, NJ
Staten Island, NY
Lady Lake, FL
Lake Charles, LA
North Hills, NY
Staten Island, 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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