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Christopher Vetrano

Chelsea Advisory Services, INC
31 Years of Experience
Staten Island, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Vetrano is a registered investment advisor at Chelsea Advisory Services, INC, based in Staten Island, NY, with 31 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M in assets under management.

Chelsea Advisory Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
552 clients
Average Client Portfolio
$267K average
Assets Under Management
$147.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

242 Main Street, Staten Island, NY, 10307

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher sells life insurance through National Life Group & Innovative Underwriters, dedicating minimal time outside of market hours.

Employment History
Current Registrations
Chelsea Advisory Services, INC
February 2019 - Present · 7 yrs 8 mos
Chelsea Financial ServicesBroker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Bear, Stearns & CO. INC.Broker
April 2003 - April 2007 · 4 yrs
Gilford Securities IncorporatedBroker
May 2002 - October 2002 · 5 mos
Janney Montgomery Scott LLCBroker
December 2001 - May 2002 · 5 mos
Gruntal & CO., L.L.C.Broker
May 1997 - November 2001 · 4 yrs 6 mos
Cowen & CO.Broker
May 1994 - May 1997 · 3 yrs
State Registrations38 states
ALARAZCACOCTDCFLGAIAIDINKSKYLAMAMDMIMNMONCNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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