Roseann
Palermo

Chelsea Advisory Services, Inc

CRD#5518350
Investment Advisor
in Staten Island, NY

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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

Series 63, Series 65

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

242 Main Street
Staten Island, NY 10307

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Chelsea Advisory Services, Inc Brokerage Details

Total Assets Under Management

$101,001,903

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

19

NY Average: 88
Total Number of Accounts

444

NY Average: 3,892
Average Account Size

$227,482

NY Average: $1,917,921

Investment Advisory Services

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

Roseann Palermo Work History

2012 - Present (12 years)

Palermo Agency

2012 - Present (12 years)

Chelsea Financial Services

2012 - Present (12 years)

Chelsea Advisory Services

1996 - Present (28 years)

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

Andrew Cilento
Staten Island, NY
Paul Balog
Lady Lake, FL
Scott Bresky
Holmdel, NJ
Jon Franco
Brooklyn, NY
Matthew Nugent
Staten Island, NY
James Stephenson
Lake Charles, LA
Joseph Palermo
Staten Island, NY
Michael Kogan
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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