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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-04-2016
- Office Locations
- 25
Office Locations
About Chelsea Advisory Services, INC
Chelsea Financial Services (Chelsea Advisory Services, Inc.) provides financial planning and portfolio construction for investors at all stages, using an active approach that adapts to changing markets. The firm does not sponsor proprietary products, enabling open-architecture selection across equities and fixed income. Through Hilltop Securities, advisors can access municipal and corporate bonds, government/agency securities, CDs and unit investment trusts.
Reported data analysis
What the numbers show
Between February 18, 2025 and August 18, 2026, reported AUM increased 16.1%, from $126.9M to $147.4M.
Across 5 reported observations, AUM increased 56.7% between October 27, 2022 and August 18, 2026, from $94.0M to $147.4M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 25 advisory representatives and 552 clients, or 22.1 clients per representative. That equates to $266.9K in reported AUM per client.
The profile lists 25 reported office locations and 10 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Chelsea Advisory Services, INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Chelsea Advisory Services, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN THOMAS PISAPIA
President
- CRD
- #2336216
- Ownership
- 75% or more
STEPHEN RAPHAEL SEBOLD
Chief Compliance Officer, Compliance Officer
- CRD
- #2453748
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Randi Allgood
--
- CRD
- #5344227
Paul Michael Balog
Investment Advisor Representative
- CRD
- #1006294
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,991,215 | $281,054 |
| Non-Discretionary | $359,755 | $14,990 |
| Total | $147,350,970 | $269,380 |
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Separately Managed Accounts
SMA allocation detail is available
Chelsea Advisory Services, INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.