Daniel Overcash
Daniel Overcash is a CFP-designated registered investment advisor at Chelsea Advisory Services, INC, based in Staten Island, NY, with 55 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chelsea Advisory charges a percentage of your portfolio each year. The exact percentage is negotiated with each client, up to a maximum of 2%. Fees are paid quarterly. Some financial planning is included with investment management services. Chelsea Advisory recommends clients open brokerage accounts with their affiliate, Chelsea Financial, which has negotiated rates with Hilltop Securities. This arrangement means clients don't pay separately for advisory services, trade execution, or custody.
Location
242 Main Street, Staten Island, NY, 10307
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2014Regulatory
March 1977Regulatory
December 1971Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial ServicesBroker
Previous Registrations
Bodell Overcash Anderson & CO., INC.Broker
Bodell Overcash Anderson & CO., INC.Broker
State Registrations11 states
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.