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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Focus matrix
- Established Date
- 05-10-2016
- Office Locations
- 24
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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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
Crest ember
Element legacy
- CRD
- #55520
Showing 2 of 30 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
Total SMA Asset: $147,350,970
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,663,739,238 | 50.9% |
| Equity - Exchange | $3,534,176,750 | 49.1% |
| Total | $7,197,915,988 | 100.0% |